Envestment Retirement Solutions LLC — 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, Envestment Retirement Solutions LLC is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $12,066 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$12,066
Reported indirect compensation
$0
Total reported compensation
$12,066
Filings
4
Plan sponsors
4
Plans
4
Latest filing year
2023

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.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Envestment Retirement Solutions LLC
SponsorStatePlansReported compensation
Community Housing Partners CorporationVA1$7,240
Peak Dental Services, Inc.CO1$4,586
Combined Building &Housing Consultants, Inc.PR1$240
I.M. Sulzbacher Center For The HomelessFL1$0

State footprint

Plans reporting Envestment Retirement Solutions LLC are sponsored in CO (1), FL (1), PR (1), VA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Community Housing Partners CorporationChp 403(B) Employee Retirement Plan2023$7,240not reported in the loaded dataset
Peak Dental Services, Inc.Peak Dental Services 401(K) Plan2023$4,586not reported in the loaded dataset
Combined Building &Housing Consultants, Inc.Combined Building & Housing Consultants, Inc. 1081.01(D) Salary Deferral Retirment Plan2023$240not reported in the loaded dataset
I.M. Sulzbacher Center For The HomelessIm Sulzbacher Center For The Homeless 403(B) Plan2023$0$0

Related Form 5500 pages