What does Form 5500 Schedule C report about Independent Fiduciary Services?

Public Form 5500 Schedule C filings report compensation paid to Independent Fiduciary Services as a plan service provider. Across loaded filings, total reported compensation is $224,013.

How many plans report Independent Fiduciary Services as a service provider?

Independent Fiduciary Services appears on 2 loaded plan(s) across 2 sponsor(s).

Independent Fiduciary Services — 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, Independent Fiduciary Services is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $224,013 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$224KDirect + indirect, across loaded filings$224,013

Plans served2

Plan sponsors2

Filings2

Direct vs. indirect compensation

Direct compensation$224K

Indirect compensationNot reported

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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 compensation54%The Chimes, Dc, Inc.

Top state share of plans50%CA

Plan sponsors served2

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Independent Fiduciary Services. Bars show relative scale.

1
The Chimes, Dc, Inc.$120K
MD · 1 plan(s)
2
Board Of Trustees Of The Pacificorp/Ibew Local 57 Retirement Trust Fun$104K
CA · 1 plan(s)

Geographic reach

State footprint

Where Independent Fiduciary Services appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

1
CA1 plan(s)
2
MD1 plan(s)

Geographic reach

City footprint

Cities where plans reporting Independent Fiduciary Services are sponsored, by plan count.

1
San Ramon, CA1 plan(s)
2
Baltimore, MD1 plan(s)

By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

1
The Chimes, Dc, Inc. Health & Welfare Plan$120K
The Chimes, Dc, Inc., MD · Direct $120K · 2023
2
Pacificorp/Ibew Local 57 Retirement Trust Fund$104K
Board Of Trustees Of The Pacificorp/Ibew Local 57 Retirement Trust Fun, CA · Direct $104K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Independent Fiduciary Services?: Public Form 5500 Schedule C filings report compensation paid to Independent Fiduciary Services as a plan service provider. Across loaded filings, total reported compensation is $224,013.
How many plans report Independent Fiduciary Services as a service provider?: Independent Fiduciary Services appears on 2 loaded plan(s) across 2 sponsor(s).