Investment Research & Adv Group — 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, Investment Research & Adv Group 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 $123,750 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation dashboard
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.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Investment Research & Adv Group. Bars show relative scale.
- 1
- 2
- 3
State footprint
Where Investment Research & Adv Group 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.
City footprint
Cities where plans reporting Investment Research & Adv Group are sponsored, by plan count.
- 1Mobile, AL1 plan(s)
- 2Englewood, CO1 plan(s)
- 3Norcross, GA1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1Ssab Enterprises LLC, AL · Direct $55K · 2023
- 2
- 3
Related Form 5500 pages
- Ssab Enterprises, LLC Retirement Savings And Profit Sharing Plan (plan 002)
- Ssab Enterprises LLC — all reported plans
- Mclarens, LLC Defined Contribution 401(K) Plan (plan 001)
- Mclarens, LLC — all reported plans
- Innospec 401(K) And Profit Sharing Plan (plan 001)
- Innospec, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources