Plan5500

Investment Research & Advisory Grou — 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 & Advisory Grou 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 $136,953 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$137KDirect + indirect, across loaded filings$136,953
Plans served4
Plan sponsors4
Filings4
Direct vs. indirect compensation
Direct compensation$137K
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 compensation34%Burton + Burton
Top state share of plans50%GA
Plan sponsors served4
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Investment Research & Advisory Grou. Bars show relative scale.

  1. 1
    Burton + Burton$46.9K
    GA · 1 plan(s)
  2. 2
    Zenith American Solutions, Inc.$40K
    FL · 1 plan(s)
  3. 3
    Munich American Reassurance Company$30.1K
    GA · 1 plan(s)
  4. 4
    Cinemark Usa, Inc.$20K
    TX · 1 plan(s)
Geographic reach

State footprint

Where Investment Research & Advisory Grou 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. 1
    GA2 plan(s)
  2. 2
    FL1 plan(s)
  3. 3
    TX1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Investment Research & Advisory Grou are sponsored, by plan count.

  1. 1
    Tampa, FL1 plan(s)
  2. 2
    Atlanta, GA1 plan(s)
  3. 3
    Bogart, GA1 plan(s)
  4. 4
    Plano, TX1 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. 1
    Burton + Burton Profit Sharing & 401k Plan$46.9K
    Burton + Burton, GA · Direct $46.9K · 2023
  2. 2
    Zenith American Solutions, Inc. Retirement Savings 401(K) Plan$40K
    Zenith American Solutions, Inc., FL · Direct $40K · 2023
  3. 3
    Employee Savings And Deferred Income Plan Of Munich American Reassurance Company$30.1K
    Munich American Reassurance Company, GA · Direct $30.1K · 2023
  4. 4
    Cinemark Usa, Inc. Plan And Trust$20K
    Cinemark Usa, Inc., TX · Direct $20K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Investment Research & Advisory Grou?
Public Form 5500 Schedule C filings report compensation paid to Investment Research & Advisory Grou as a plan service provider. Across loaded filings, total reported compensation is $136,953.
How many plans report Investment Research & Advisory Grou as a service provider?
Investment Research & Advisory Grou appears on 4 loaded plan(s) across 4 sponsor(s).

Related Form 5500 pages