Plan5500

Mgo Investment Advisors Inc. — 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, Mgo Investment Advisors Inc. is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $110,532 and reported indirect compensation totals $24,305.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$134.8KDirect + indirect, across loaded filings$134,837
Plans served6
Plan sponsors6
Filings6
Direct vs. indirect compensation
Direct compensation$110.5K
Indirect compensation$24.3K

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 compensation46%Coastal Pet Products, Inc.
Top state share of plans100%OH
Plan sponsors served6
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Mgo Investment Advisors Inc.. Bars show relative scale.

  1. 1
    Coastal Pet Products, Inc.$62.5K
    OH · 1 plan(s)
  2. 2
    Professional Electric Products Co.$33.2K
    OH · 1 plan(s)
  3. 3
    Pako, Inc.$24.3K
    OH · 1 plan(s)
  4. 4
    Chemical Services Group, Inc.$14.8K
    OH · 1 plan(s)
  5. 5
    Tsg Resources, Inc.$0
    OH · 1 plan(s)
  6. 6
    Combi Packaging Systems, LLC$0
    OH · 1 plan(s)
Geographic reach

State footprint

Where Mgo Investment Advisors Inc. 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
    OH6 plan(s)
Geographic reach

City footprint

Cities where plans reporting Mgo Investment Advisors Inc. are sponsored, by plan count.

  1. 1
    Alliance, OH1 plan(s)
  2. 2
    Canton, OH1 plan(s)
  3. 3
    Eastlake, OH1 plan(s)
  4. 4
    Macedonia, OH1 plan(s)
  5. 5
    Mentor, OH1 plan(s)
  6. 6
    North Canton, OH1 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
    Coastal Pet Products, Inc. 401k Plan And Trust$62.5K
    Coastal Pet Products, Inc., OH · Direct $62.5K · Indirect $0 · 2023
  2. 2
    Professional Electric Products Co., Inc 401k Profit Sharing Plan$33.2K
    Professional Electric Products Co., OH · Direct $33.2K · 2023
  3. 3
    Pako, Inc. Employees' 401(K) Plan And Trust$24.3K
    Pako, Inc., OH · Direct $0 · Indirect $24.3K · 2023
  4. 4
    Chemical Services Group, Inc. 401(K) Plan And Trust$14.8K
    Chemical Services Group, Inc., OH · Direct $14.8K · 2023
  5. 5
    The Schroer Group Employees 401k Profit Sharing Plan & Trust$0
    Tsg Resources, Inc., OH · Direct $0 · 2023
  6. 6
    Combi Packaging Systems, LLC Pension Plan$0
    Combi Packaging Systems, LLC, OH · Direct $0 · 2023

Related Form 5500 pages