Northeast Retirement Services, LLC. — 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, Northeast Retirement Services, LLC. is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $268,571 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $268,571
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $268,571
- Filings
- 7
- Plan sponsors
- 7
- Plans
- 7
- 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 |
|---|---|---|---|
| Invesco Advisers, Inc. | GA | 1 | $72,360 |
| Invesco Multi-Series Funds Ii, LLC | GA | 1 | $51,523 |
| Invesco Asset Management | GA | 1 | $41,430 |
| Invesco Advisers, Inc. | GA | 1 | $41,429 |
| Invesco Advisers, Inc. | GA | 1 | $30,506 |
| Invesco Advisers, Inc. | GA | 1 | $24,356 |
| Invesco Advisers, Inc. | GA | 1 | $6,967 |
State footprint
Plans reporting Northeast Retirement Services, LLC. are sponsored in GA (7).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Invesco Advisers, Inc. | Invesco Ofi International Growth Fund, Lp | 2023 | $72,360 | not reported in the loaded dataset |
| Invesco Multi-Series Funds Ii, LLC | Ubc Russell 3000 Index Fund, A Series Of Invesco Multi Series Funds Ii, LLC | 2023 | $51,523 | not reported in the loaded dataset |
| Invesco Asset Management | Invesco Institutional Trust Balanced-Risk Allocation Fund | 2023 | $41,430 | not reported in the loaded dataset |
| Invesco Advisers, Inc. | Invesco Balanced-Risk Allocation 10 Fund, A Series Of Invesco Multi Series Funds, LLC | 2023 | $41,429 | not reported in the loaded dataset |
| Invesco Advisers, Inc. | Invesco Multi Series Funds, LLC Invesco Global Targeted Returns Fund | 2023 | $30,506 | not reported in the loaded dataset |
| Invesco Advisers, Inc. | Invesco Institutional Trust Global Asset Allocation Strategy Fund | 2023 | $24,356 | not reported in the loaded dataset |
| Invesco Advisers, Inc. | Invesco Multi Series Funds, LLC - Invesco Balanced-Risk Allocation 12 Fund | 2023 | $6,967 | not reported in the loaded dataset |
Related Form 5500 pages
- Invesco Ofi International Growth Fund, Lp (plan 001)
- Invesco Advisers, Inc. — all reported plans
- Ubc Russell 3000 Index Fund, A Series Of Invesco Multi Series Funds Ii, LLC (plan 001)
- Invesco Multi-Series Funds Ii, LLC — all reported plans
- Invesco Institutional Trust Balanced-Risk Allocation Fund (plan 001)
- Invesco Asset Management — all reported plans
- Invesco Balanced-Risk Allocation 10 Fund, A Series Of Invesco Multi Series Funds, LLC (plan 001)
- Invesco Advisers, Inc. — all reported plans
- Invesco Multi Series Funds, LLC Invesco Global Targeted Returns Fund (plan 001)
- Invesco Advisers, Inc. — all reported plans
- Invesco Institutional Trust Global Asset Allocation Strategy Fund (plan 001)
- Invesco Advisers, Inc. — all reported plans
- Invesco Multi Series Funds, LLC - Invesco Balanced-Risk Allocation 12 Fund (plan 001)
- Invesco Advisers, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources