Pensionmark Financial Group, L — 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, L is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $142,404 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $142,404
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $142,404
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Standard Retirement Services, Inc. | OR | 1 | $115,185 |
| Hackerusa, Inc. D/B/A Thrivedx | FL | 1 | $15,457 |
| Aldersgate Retirement, Inc. Dba Epworth Village Retirement C | FL | 1 | $11,762 |
State footprint
Plans reporting Pensionmark Financial Group, L are sponsored in FL (2), OR (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Standard Retirement Services, Inc. | The Pooled Employer Plan Of America | 2023 | $115,185 | not reported in the loaded dataset |
| Hackerusa, Inc. D/B/A Thrivedx | Thrivedx 401(K) Profit Sharing Plan And Trust | 2023 | $15,457 | not reported in the loaded dataset |
| Aldersgate Retirement, Inc. Dba Epworth Village Retirement C | Aldersgate. 401(K) Plan | 2023 | $11,762 | not reported in the loaded dataset |
Related Form 5500 pages
- The Pooled Employer Plan Of America (plan 103)
- Standard Retirement Services, Inc. — all reported plans
- Thrivedx 401(K) Profit Sharing Plan And Trust (plan 001)
- Hackerusa, Inc. D/B/A Thrivedx — all reported plans
- Aldersgate. 401(K) Plan (plan 001)
- Aldersgate Retirement, Inc. Dba Epworth Village Retirement C — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources