Purshe Kaplan Sterling Investments — 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, Purshe Kaplan Sterling Investments is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $0 and reported indirect compensation totals $197,378.
Reported compensation summary
- Reported direct compensation
- $0
- Reported indirect compensation
- $197,378
- Total reported compensation
- $197,378
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- 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 |
|---|---|---|---|
| Humphrey & Associates, Inc. | TX | 1 | $81,966 |
| Building Blocks Developmental Pre School Inc. | NY | 1 | $40,839 |
| Van Beurden Insurance Services, Inc. | CA | 1 | $33,681 |
| Valeo Behavioral Health Care | KS | 1 | $21,645 |
| Goldstein Enterprises, Inc. | NY | 1 | $19,247 |
State footprint
Plans reporting Purshe Kaplan Sterling Investments are sponsored in NY (2), CA (1), KS (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Humphrey & Associates, Inc. | Humphrey & Associates, Inc. 401(K) Plan | 2023 | $0 | $81,966 |
| Building Blocks Developmental Pre School Inc. | Building Blocks Developmental Pre School, Inc. 403(B) Plan | 2023 | $0 | $40,839 |
| Van Beurden Insurance Services, Inc. | Van Beurden Insurance Services, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $33,681 |
| Valeo Behavioral Health Care | Valeo Behavioral Health Care 401(K) Plan | 2023 | $0 | $21,645 |
| Goldstein Enterprises, Inc. | Goldstein Auto Group 401(K) Plan | 2023 | $0 | $19,247 |
Related Form 5500 pages
- Humphrey & Associates, Inc. 401(K) Plan (plan 003)
- Humphrey & Associates, Inc. — all reported plans
- Building Blocks Developmental Pre School, Inc. 403(B) Plan (plan 002)
- Building Blocks Developmental Pre School Inc. — all reported plans
- Van Beurden Insurance Services, Inc. 401(K) Profit Sharing Plan (plan 002)
- Van Beurden Insurance Services, Inc. — all reported plans
- Valeo Behavioral Health Care 401(K) Plan (plan 002)
- Valeo Behavioral Health Care — all reported plans
- Goldstein Auto Group 401(K) Plan (plan 003)
- Goldstein Enterprises, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources