Retirement Direct — 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, Retirement Direct is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $109,497 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $109,497
- Reported indirect compensation
- $0
- Total reported compensation
- $109,497
- Filings
- 7
- Plan sponsors
- 7
- Plans
- 7
- 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 |
|---|---|---|---|
| Katherine Shaw Bethea Hospital | IL | 1 | $28,554 |
| Casino Vicksburg, LLC | MS | 1 | $21,644 |
| Cnb Bank Shares, Inc. | IL | 1 | $21,470 |
| American Bank & Trust | SD | 1 | $14,945 |
| Clm Center For Life Management | NH | 1 | $12,185 |
| Wilbanks Trucking Services, LLC | NM | 1 | $7,483 |
| Nova Mud, Inc. | NM | 1 | $3,216 |
State footprint
Plans reporting Retirement Direct are sponsored in IL (2), NM (2), MS (1), NH (1), SD (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Katherine Shaw Bethea Hospital | Katherine Shaw Bethea Hospital Retirement Savings Plan | 2023 | $28,554 | not reported in the loaded dataset |
| Casino Vicksburg, LLC | Casino Vicksburg, LLC Employees 401(K) Plan | 2023 | $21,644 | not reported in the loaded dataset |
| Cnb Bank Shares, Inc. | Cnb Bank Shares, Inc. 401(K) | 2023 | $21,470 | not reported in the loaded dataset |
| American Bank & Trust | American Bank & Trust 401(K) Profit Sharing Plan | 2023 | $14,945 | not reported in the loaded dataset |
| Clm Center For Life Management | Clm Center For Life Management Tax Sheltered Annuity Plan | 2023 | $12,185 | not reported in the loaded dataset |
| Wilbanks Trucking Services, LLC | Wilbanks Trucking Services, LLC 401(K) Profit Sharing Plan | 2023 | $7,483 | $0 |
| Nova Mud, Inc. | Nova Mud, Inc. 401(K) Profit Sharing Plan | 2023 | $3,216 | not reported in the loaded dataset |
Related Form 5500 pages
- Katherine Shaw Bethea Hospital Retirement Savings Plan (plan 002)
- Katherine Shaw Bethea Hospital — all reported plans
- Casino Vicksburg, LLC Employees 401(K) Plan (plan 001)
- Casino Vicksburg, LLC — all reported plans
- Cnb Bank Shares, Inc. 401(K) (plan 003)
- Cnb Bank Shares, Inc. — all reported plans
- American Bank & Trust 401(K) Profit Sharing Plan (plan 001)
- American Bank & Trust — all reported plans
- Clm Center For Life Management Tax Sheltered Annuity Plan (plan 001)
- Clm Center For Life Management — all reported plans
- Wilbanks Trucking Services, LLC 401(K) Profit Sharing Plan (plan 001)
- Wilbanks Trucking Services, LLC — all reported plans
- Nova Mud, Inc. 401(K) Profit Sharing Plan (plan 001)
- Nova Mud, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources