Ivy Investments — 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, Ivy Investments 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 $0 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $0
- Reported indirect compensation
- $0
- Total reported compensation
- $0
- 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
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Crossroads Rhode Island | RI | 1 | $0 |
| Leadingagile, L.L.C. | GA | 1 | $0 |
| Commonwealth Emergency | TX | 1 | $0 |
| Handstands Promo, LLC | UT | 1 | $0 |
State footprint
Plans reporting Ivy Investments are sponsored in GA (1), RI (1), TX (1), UT (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Leadingagile, L.L.C. | Leadingagile, L.L.C. 401(K) Plan | 2023 | $0 | $0 |
| Handstands Promo, LLC | Handstands Promo Retirement Plan | 2023 | $0 | $0 |
| Commonwealth Emergency | Commonwealth Emergency Physicians 401 (K) Plan | 2023 | $0 | $0 |
| Crossroads Rhode Island | Crossroads Rhode Island 401k Retirement Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Leadingagile, L.L.C. 401(K) Plan (plan 001)
- Leadingagile, L.L.C. — all reported plans
- Handstands Promo Retirement Plan (plan 001)
- Handstands Promo, LLC — all reported plans
- Commonwealth Emergency Physicians 401 (K) Plan (plan 001)
- Commonwealth Emergency — all reported plans
- Crossroads Rhode Island 401k Retirement Plan (plan 002)
- Crossroads Rhode Island — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources