Pensionmark Financial Group — 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 Financial Group is reported as a service provider on 50 loaded Form 5500 filing(s) across 49 plan sponsor(s) and 50 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,293,239 and reported indirect compensation totals $67,511.
Reported compensation summary
- Reported direct compensation
- $1,293,239
- Reported indirect compensation
- $67,511
- Total reported compensation
- $1,360,750
- Filings
- 50
- Plan sponsors
- 49
- Plans
- 50
- 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 |
|---|---|---|---|
| Axios Advisory Group, LLC | PA | 2 | $168,230 |
| Lifelong Learning Administration Corporation | CA | 1 | $76,384 |
| Cse Americas Inc. | TX | 1 | $67,243 |
| Donor Network West | CA | 1 | $60,735 |
| Sb Investment Advisers (Us) Inc. | CA | 1 | $50,000 |
| Texas Biomedical Research Institute | TX | 1 | $47,846 |
| Paramount Residential Mortgage Group, Inc. | CA | 1 | $45,110 |
| 2014 Health, LLC | IL | 1 | $44,939 |
| Alice Peck Day Memorial Hospital | NH | 1 | $41,182 |
| The Childrens Clinic Serving Children And Their Families | CA | 1 | $40,724 |
State footprint
Plans reporting Pensionmark Financial Group are sponsored in CA (13), TX (7), VT (4), GA (3), IN (3), IA (3), CO (2), IL (2), NH (2), NY (2), PA (2), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Axios Advisory Group, LLC | Apb Elite Pooled Employer Plan | 2023 | $96,002 | not reported in the loaded dataset |
| Lifelong Learning Administration Corporation | Lifelong Learning Administration Corporation 403(B) Plan | 2023 | $76,384 | not reported in the loaded dataset |
| Axios Advisory Group, LLC | Wdp Pooled Employer Plan | 2023 | $72,228 | not reported in the loaded dataset |
| Cse Americas Inc. | Blue Wind 401(K) Plan | 2023 | $67,243 | $0 |
| Donor Network West | Donor Network West Retirement Plan | 2023 | $60,735 | not reported in the loaded dataset |
| Sb Investment Advisers (Us) Inc. | Sb Us 401(K) Plan | 2023 | $50,000 | not reported in the loaded dataset |
| Texas Biomedical Research Institute | Texas Biomedical Research Institute Retirement Plan | 2023 | $47,846 | not reported in the loaded dataset |
| Paramount Residential Mortgage Group, Inc. | Paramount Residential Mortgage Group, Inc. 401(K) Plan | 2023 | $45,110 | $0 |
| 2014 Health, LLC | Us Healthvest Group 401(K) Plan | 2023 | $44,939 | $0 |
| Alice Peck Day Memorial Hospital | Alice Peck Day Memorial Hospital 403(B) Retirement Plan | 2023 | $41,182 | not reported in the loaded dataset |
| The Childrens Clinic Serving Children And Their Families | The Children'S Clinic Retirement Plan | 2023 | $40,724 | not reported in the loaded dataset |
| Uipath, Inc. | Uipath, Inc. Profit Sharing Plan And Trust | 2023 | $40,000 | not reported in the loaded dataset |
| East Bay Integrated Care | Hospice Of The East Bay 403(B) Retirement Plan | 2023 | $39,587 | not reported in the loaded dataset |
| Medcare South, LLC | Medcare South 401(K) Plan | 2023 | $36,371 | not reported in the loaded dataset |
| Uship, Inc | Uship, Inc. 401(K) Plan | 2023 | $31,285 | $0 |
| Franklin Sports Inc. | Franklin Sports, Inc. 401(K) Plan | 2023 | $30,020 | not reported in the loaded dataset |
| James G. Parker Insurance Associates | James G. Parker Insurance Associates Employees 401k Plan | 2023 | $28,620 | not reported in the loaded dataset |
| Brentwood Academy | Brentwood Academy Defined Contribution Plan | 2023 | $0 | $28,394 |
| Relatient, Inc. | Relatient 401(K) Plan | 2023 | $28,048 | not reported in the loaded dataset |
| Hubbardton Forge, LLC | Hubbardton Forge Savings And Retirement Plan | 2023 | $25,473 | not reported in the loaded dataset |
| Glenbrook Dodge, Inc. | Glenbrook Automotive Group 401k Plan | 2023 | $25,000 | not reported in the loaded dataset |
| Beer & Slabaugh, Inc. | Beer & Slabaugh, Inc. Deferred Profit Sharing 401(K) Plan | 2023 | $25,000 | not reported in the loaded dataset |
| Master Spas, LLC | Master Spas, LLC 401(K) Plan | 2023 | $25,000 | not reported in the loaded dataset |
| Family Service Association Of San | Family Service Of S. A. 401(K) Plan | 2023 | $0 | $24,426 |
| Compu Dynamics, LLC | Compu Dynamics, LLC Retirement Trust | 2023 | $23,523 | not reported in the loaded dataset |
| America'S Gardening Resource, Inc. | America'S Gardening Resource, Inc. 401(K) Retirement Plan | 2023 | $22,672 | $0 |
| Chemence, Inc. | Chemence, Inc. 401(K) Profit Sharing Plan | 2023 | $21,098 | not reported in the loaded dataset |
| Boskovich Farms, Inc. | Boskovich Farms, Inc. 401(K) Profit Sharing Plan | 2023 | $20,612 | not reported in the loaded dataset |
| Wawona Frozen Foods | Wawona Frozen Foods 401(K) Plan | 2023 | $20,091 | not reported in the loaded dataset |
| San Antonio Academy Of Texas | San Antonio Academy Defined Contribution Retirement Plan | 2023 | $19,850 | not reported in the loaded dataset |
| Baker Places, Inc. | Baker Places 403(B) Plan | 2023 | $19,470 | not reported in the loaded dataset |
| Methodist Theological School In Ohio | Methodist Theological School Dc | 2023 | $16,481 | not reported in the loaded dataset |
| Mmi Services, Inc. | Mmi Services, Inc. 401(K) Profit Sharing Plan | 2023 | $15,998 | $0 |
| Grunt Style, LLC | Grunt Style, LLC 401(K) Profit Sharing Plan | 2023 | $0 | $14,691 |
| A. J. Johns, Inc. | A. J. Johns, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $13,705 | not reported in the loaded dataset |
| Clark Construction Of Texas, Inc. | Clark Construction Of Texas, Inc. 401(K) Plan | 2023 | $12,172 | not reported in the loaded dataset |
| Habitat For Humanity Of Metro Denver | Habitat For Humanity Of Metro Denver 401(K) Plan | 2023 | $12,156 | not reported in the loaded dataset |
| Mdbs, Inc. Salaried | Mdbs Salaried 401(K) Plan | 2023 | $12,000 | not reported in the loaded dataset |
| Plan Professionals, LLC | Open Pep | 2023 | $11,732 | not reported in the loaded dataset |
| Alliance Group, Inc. | Alliance Group, Inc. 401(K) Plan | 2023 | $10,614 | not reported in the loaded dataset |
| Boiling Point Group, Inc | Boiling Point Group, Inc 401k Plan | 2023 | $10,579 | not reported in the loaded dataset |
| West Hawaii Community Health Center, Inc. Dba Hawaii Island Community | Hawaii Island Community Health Center 403(B) Plan | 2023 | $8,975 | $0 |
| Northwestern Medical Center, Inc | Northwestern Medical Center, Inc. 403(B) Plan | 2023 | $7,544 | not reported in the loaded dataset |
| Tilton School | Tilton School Dc Retirement Plan | 2023 | $6,900 | not reported in the loaded dataset |
| Urbint | Urbint 401(K) Plan | 2023 | $6,565 | not reported in the loaded dataset |
| Knoxville Hospital And Clinics | Knoxville Hospital And Clinics Tax Sheltered Annuity Plan | 2023 | $6,445 | not reported in the loaded dataset |
| Bob Brown Chevrolet, Inc. | Bob Brown Chevrolet, Inc. Profit Sharing Plan | 2023 | $6,245 | not reported in the loaded dataset |
| Weiler, Inc. | Weiler, Inc. 401(K) Profit Sharing Plan | 2023 | $5,757 | not reported in the loaded dataset |
| Berg Hill Greenleaf & Ruscitti Llp | Berg Hill Greenleaf & Ruscitti Llp Profit Sharing Plan | 2023 | $5,258 | not reported in the loaded dataset |
| Fmi Aerostructures, LLC | Fmi Machining, LLC 401(K) Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Apb Elite Pooled Employer Plan (plan 002)
- Axios Advisory Group, LLC — all reported plans
- Lifelong Learning Administration Corporation 403(B) Plan (plan 001)
- Lifelong Learning Administration Corporation — all reported plans
- Wdp Pooled Employer Plan (plan 003)
- Blue Wind 401(K) Plan (plan 001)
- Cse Americas Inc. — all reported plans
- Donor Network West Retirement Plan (plan 001)
- Donor Network West — all reported plans
- Sb Us 401(K) Plan (plan 001)
- Sb Investment Advisers (Us) Inc. — all reported plans
- Texas Biomedical Research Institute Retirement Plan (plan 001)
- Texas Biomedical Research Institute — all reported plans
- Paramount Residential Mortgage Group, Inc. 401(K) Plan (plan 001)
- Paramount Residential Mortgage Group, Inc. — all reported plans
- Us Healthvest Group 401(K) Plan (plan 001)
- 2014 Health, LLC — all reported plans
- Alice Peck Day Memorial Hospital 403(B) Retirement Plan (plan 002)
- Alice Peck Day Memorial Hospital — all reported plans
- The Children'S Clinic Retirement Plan (plan 001)
- The Childrens Clinic Serving Children And Their Families — all reported plans
- Uipath, Inc. Profit Sharing Plan And Trust (plan 001)
- Uipath, Inc. — all reported plans
- Hospice Of The East Bay 403(B) Retirement Plan (plan 001)
- East Bay Integrated Care — all reported plans
- Medcare South 401(K) Plan (plan 001)
- Medcare South, LLC — all reported plans
- Uship, Inc. 401(K) Plan (plan 001)
- Uship, Inc — all reported plans
- Franklin Sports, Inc. 401(K) Plan (plan 002)
- Franklin Sports Inc. — all reported plans
- James G. Parker Insurance Associates Employees 401k Plan (plan 002)
- James G. Parker Insurance Associates — all reported plans
- Brentwood Academy Defined Contribution Plan (plan 004)
- Brentwood Academy — all reported plans
- Relatient 401(K) Plan (plan 001)
- Relatient, Inc. — all reported plans
- Hubbardton Forge Savings And Retirement Plan (plan 001)
- Hubbardton Forge, LLC — all reported plans
- Glenbrook Automotive Group 401k Plan (plan 001)
- Glenbrook Dodge, Inc. — all reported plans
- Beer & Slabaugh, Inc. Deferred Profit Sharing 401(K) Plan (plan 001)
- Beer & Slabaugh, Inc. — all reported plans
- Master Spas, LLC 401(K) Plan (plan 001)
- Master Spas, LLC — all reported plans
- Family Service Of S. A. 401(K) Plan (plan 001)
- Family Service Association Of San — all reported plans
- Compu Dynamics, LLC Retirement Trust (plan 001)
- Compu Dynamics, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources