Raymond James Fin Services, Inc — 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, Inc is reported as a service provider on 1 loaded Form 5500 filing(s) across 1 plan sponsor(s) and 1 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $37,635 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$37.6KDirect + indirect, across loaded filings$37,635
Plans served1
Plan sponsors1
Filings1
Direct vs. indirect compensation
Direct compensation$37.6K
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 compensation100%Milberg Coleman Bryson Phillips Grossman Pllc
Top state share of plans100%TN
Plan sponsors served1
By reported compensation

Top plan sponsors by reported compensation

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

  1. 1
Geographic reach

State footprint

Where Raymond James Fin Services, Inc 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
    TN1 plan(s)
Geographic reach

City footprint

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

  1. 1
    Knoxville, TN1 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
    Milberg Coleman Bryson Phillips Grossman Pllc, TN · Direct $37.6K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Raymond James Fin Services, Inc?
Public Form 5500 Schedule C filings report compensation paid to Raymond James Fin Services, Inc as a plan service provider. Across loaded filings, total reported compensation is $37,635.
How many plans report Raymond James Fin Services, Inc as a service provider?
Raymond James Fin Services, Inc appears on 1 loaded plan(s) across 1 sponsor(s).

Related Form 5500 pages