Pensionmark Fin Group 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, Pensionmark Fin Group LLC is reported as a service provider on 8 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $38,363 and reported indirect compensation totals $162,602.
Reported compensation summary
- Reported direct compensation
- $38,363
- Reported indirect compensation
- $162,602
- Total reported compensation
- $200,965
- Filings
- 8
- Plan sponsors
- 8
- Plans
- 8
- 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 |
|---|---|---|---|
| Episcopal Children'S Services, Inc. | FL | 1 | $61,280 |
| Calendar Holdings LLC | TX | 1 | $38,363 |
| John Burns Research And Consulting LLC | CA | 1 | $28,044 |
| Baker County Medical Services, Inc | FL | 1 | $20,658 |
| Providence Schools Of Jacksonville, Inc. | FL | 1 | $15,152 |
| Family Resources Agency Inc. | TN | 1 | $14,466 |
| Bharat Forge America, Inc. | TN | 1 | $13,126 |
| Renshaw And Renshaw Management Group, Inc. | KY | 1 | $9,876 |
State footprint
Plans reporting Pensionmark Fin Group LLC are sponsored in FL (3), TN (2), CA (1), KY (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Episcopal Children'S Services, Inc. | Episcopal Children'S Services, Inc. Tax Deferred Annuity Savings Plan | 2023 | $0 | $61,280 |
| Calendar Holdings LLC | Calendar Holdings LLC 401k & Profit Sharing Plan | 2023 | $38,363 | $0 |
| John Burns Research And Consulting LLC | John Burns Research And Consulting LLC 401k Plan | 2023 | $0 | $28,044 |
| Baker County Medical Services, Inc | Baker County Medical Services, Inc. 403(B) Retirement Plan | 2023 | $0 | $20,658 |
| Providence Schools Of Jacksonville, Inc. | The Providence School 401(K) Retirement Plan | 2023 | $0 | $15,152 |
| Family Resources Agency Inc. | Family Resource Agency Inc. 403(B) Retirement Plan | 2023 | $0 | $14,466 |
| Bharat Forge America, Inc. | Bharat Forge America, Inc. 401(K) Plan | 2023 | $0 | $13,126 |
| Renshaw And Renshaw Management Group, Inc. | Renshaw Automotive Group 401(K) Profit Sharing Plan | 2023 | $0 | $9,876 |
Related Form 5500 pages
- Episcopal Children'S Services, Inc. Tax Deferred Annuity Savings Plan (plan 001)
- Episcopal Children'S Services, Inc. — all reported plans
- Calendar Holdings LLC 401k & Profit Sharing Plan (plan 001)
- Calendar Holdings LLC — all reported plans
- John Burns Research And Consulting LLC 401k Plan (plan 001)
- John Burns Research And Consulting LLC — all reported plans
- Baker County Medical Services, Inc. 403(B) Retirement Plan (plan 003)
- Baker County Medical Services, Inc — all reported plans
- The Providence School 401(K) Retirement Plan (plan 001)
- Providence Schools Of Jacksonville, Inc. — all reported plans
- Family Resource Agency Inc. 403(B) Retirement Plan (plan 001)
- Family Resources Agency Inc. — all reported plans
- Bharat Forge America, Inc. 401(K) Plan (plan 001)
- Bharat Forge America, Inc. — all reported plans
- Renshaw Automotive Group 401(K) Profit Sharing Plan (plan 001)
- Renshaw And Renshaw Management Group, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources