Jordan & Associates Retirement Serv — 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, Jordan & Associates Retirement Serv 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 $92,797 and reported indirect compensation totals $14,340.

Reported compensation summary

Reported direct compensation
$92,797
Reported indirect compensation
$14,340
Total reported compensation
$107,137
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 Jordan & Associates Retirement Serv
SponsorStatePlansReported compensation
Open Door Community Health CentersCA1$42,595
Sequoia Equities Inc.CA1$24,813
Anvil Builders, Inc.CA1$22,767
Mad River Community HospitalCA1$16,962

State footprint

Plans reporting Jordan & Associates Retirement Serv are sponsored in CA (4).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Open Door Community Health CentersOpen Door Community Health Centers Profit Sharing Plan2023$42,595not reported in the loaded dataset
Sequoia Equities Inc.Sequoia Equities 401(K) Plan2023$18,431$6,382
Anvil Builders, Inc.Anvil Builders, Inc. 401(K) Profit Sharing Plan2023$14,809$7,958
Mad River Community HospitalMad River Community Hospital 401(K) Plan2023$16,962not reported in the loaded dataset

Related Form 5500 pages