Cozad Asset Management,Inc. — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cozad Asset Management,Inc. is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $105,046 and reported indirect compensation totals $17,190.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$122.2KDirect + indirect, across loaded filings$122,236
Plans served3
Plan sponsors3
Filings3
Direct vs. indirect compensation
Direct compensation$105K
Indirect compensation$17.2K

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation49%Carle Holding Company, Inc.
Top state share of plans100%IL
Plan sponsors served3
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Cozad Asset Management,Inc.. Bars show relative scale.

  1. 1
    IL · 1 plan(s)
  2. 2
  3. 3
    IL · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Cozad Asset Management,Inc. are sponsored, by plan count.

  1. 1
    IL3 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Carle Holding Company, Inc.Carle Profit Sharing Plan2023$60,170not reported in the loaded dataset
Carle Foundation Hospital And AffiliatesCarle Foundation Hospital And Affiliates Matching Tsa Plan2023$44,876not reported in the loaded dataset
College Fresh, Inc.College Fresh, Inc. Retirement Savings Plan2023$0$17,190

Related Form 5500 pages