Plan5500

Raymond James Fin Services Advisor — 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, Raymond James Fin Services Advisor 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 $36,644 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$36.6KDirect + indirect, across loaded filings$36,644
Plans served5
Plan sponsors5
Filings5
Direct vs. indirect compensation
Direct compensation$36.6K
Indirect compensationNot reported

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation52%Droneup, LLC
Top state share of plans20%FL
Plan sponsors served5
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Raymond James Fin Services Advisor. Bars show relative scale.

  1. 1
    Droneup, LLC$19.1K
    VA · 1 plan(s)
  2. 2
    Neighborly Care Network Inc.$7.4K
    FL · 1 plan(s)
  3. 3
    Providence Health Care, Inc.$5.2K
    IN · 1 plan(s)
  4. 4
    Beaton, Inc.$3.7K
    IA · 1 plan(s)
  5. 5
    Toli Management Corp. Dba Mcdonalds$1.3K
    NY · 1 plan(s)
Geographic reach

State footprint

Where Raymond James Fin Services Advisor appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    FL1 plan(s)
  2. 2
    IA1 plan(s)
  3. 3
    IN1 plan(s)
  4. 4
    NY1 plan(s)
  5. 5
    VA1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Raymond James Fin Services Advisor are sponsored, by plan count.

  1. 1
    Clearwater, FL1 plan(s)
  2. 2
    Cedar Rapids, IA1 plan(s)
  3. 3
    St. Mary Of The Wood, IN1 plan(s)
  4. 4
    Bronx, NY1 plan(s)
  5. 5
    Virginia Beach, VA1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Droneup 401(K) & Profit Sharing Plan$19.1K
    Droneup, LLC, VA · Direct $19.1K · 2023
  2. 2
    Neighborly Care Network Retirement Plan$7.4K
    Neighborly Care Network Inc., FL · Direct $7.4K · 2023
  3. 3
    Providence Health Care Retirement Savings Plan$5.2K
    Providence Health Care, Inc., IN · Direct $5.2K · 2023
  4. 4
    Beaton, Inc. 401(K) Plan$3.7K
    Beaton, Inc., IA · Direct $3.7K · 2023
  5. 5
    Toli Management Corp Dba Mcdonald'S 401(K) Plan$1.3K
    Toli Management Corp. Dba Mcdonalds, NY · Direct $1.3K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Raymond James Fin Services Advisor?
Public Form 5500 Schedule C filings report compensation paid to Raymond James Fin Services Advisor as a plan service provider. Across loaded filings, total reported compensation is $36,644.
How many plans report Raymond James Fin Services Advisor as a service provider?
Raymond James Fin Services Advisor appears on 5 loaded plan(s) across 5 sponsor(s).

Related Form 5500 pages