Retirement Management Services, LLC — 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 Management Services, LLC is reported as a service provider on 47 loaded Form 5500 filing(s) across 45 plan sponsor(s) and 46 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $265,247 and reported indirect compensation totals $129,490.
Reported compensation summary
- Reported direct compensation
- $265,247
- Reported indirect compensation
- $129,490
- Total reported compensation
- $394,737
- Filings
- 47
- Plan sponsors
- 45
- Plans
- 46
- 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 |
|---|---|---|---|
| Goodwill Industries Of Kentucky, Inc. | KY | 1 | $32,101 |
| Saver Group, Inc. | KY | 1 | $31,130 |
| Elevation Services Holdings Ii, LLC | NY | 1 | $23,184 |
| Community Financial Services, Inc. | KY | 2 | $23,090 |
| Caldwell Medical Center | KY | 1 | $20,925 |
| New Lexington Clinic, P.S.C. | KY | 1 | $18,463 |
| Southeast Christian Church Of Jefferson County, Kentucky, Inc. | KY | 1 | $16,124 |
| First Southern Bancorp Inc | KY | 1 | $14,081 |
| Magnolia Bank | KY | 1 | $13,498 |
| Deming, Malone, Livesay & Ostroff | KY | 1 | $12,714 |
State footprint
Plans reporting Retirement Management Services, LLC are sponsored in KY (36), IN (2), NY (2), TN (2), MI (1), MD (1), GA (1), NJ (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Goodwill Industries Of Kentucky, Inc. | 403(B) Thrift Plan For Goodwill Industries Of Kentucky, Inc. | 2023 | $22,101 | $10,000 |
| Saver Group, Inc. | Saver Group, Inc. Employee Stock Ownership Plan | 2023 | $31,130 | $0 |
| Elevation Services Holdings Ii, LLC | Aeg Merit Holding Company 401(K) Plan | 2023 | $20,613 | $2,571 |
| Community Financial Services, Inc. | Community Financial Services, Inc. Employee Stock Ownership Plan | 2023 | $21,840 | $0 |
| Caldwell Medical Center | Caldwell Medical Center Inc. Tax Deferred Annuity Plan | 2023 | $20,925 | $0 |
| New Lexington Clinic, P.S.C. | New Lexington Clinic, P.S.C. Savings And Profit Sharing Plan | 2023 | $18,463 | not reported in the loaded dataset |
| Southeast Christian Church Of Jefferson County, Kentucky, Inc. | Southeast Christian Church Restated Retirement And Savings Plan | 2023 | $0 | $16,124 |
| First Southern Bancorp Inc | First Southern Bancorp Inc 401k Plan | 2023 | $2,100 | $11,981 |
| Magnolia Bank | Magnolia Bank Retirement Savings Plan | 2023 | $7,382 | $6,116 |
| Deming, Malone, Livesay & Ostroff | Dmlo 401k Retirement Plan | 2023 | $1,450 | $11,264 |
| Ikeyless, LLC | Ikeyless, LLC 401(K) P/S Plan | 2023 | $3,832 | $8,598 |
| Hall Contracting Of Kentucky, Inc. | Hall Contracting Of Kentucky, Inc. Davis Bacon/Prevailing Wage, 401k Retirement And Profit Sharing Plan | 2023 | $0 | $11,656 |
| Toyoda Gosei North America Corp. | Toyoda Gosei 401(K) Plan | 2023 | $11,500 | $0 |
| Frost Brown Todd Llp | Frost Brown Todd Llp Retirement Savings Plan | 2023 | $10,480 | not reported in the loaded dataset |
| Swift & Staley Inc. | Swift & Staley Governmental Services 401(K) Plan | 2023 | $9,025 | $0 |
| Feeders Supply Company, LLC | Feeders Supply Company, LLC Profit Sharing Plan | 2023 | $8,398 | $0 |
| Utg, Inc. | Utg, Inc. 401(K) Plan | 2023 | $5,958 | $2,187 |
| Stites & Harbison | Stites & Harbison, Pllc Restated Security Plan I | 2023 | $7,650 | not reported in the loaded dataset |
| Independent Southern Bancshares Inc | Independent Southern Bancshares, Inc. Amended And Restated Profit Sharing/401(K) Plan | 2023 | $1,550 | $5,792 |
| Investors Heritage Capital Corporation | Ihcc 401(K) Retirement Plan | 2023 | $150 | $7,126 |
| Management Registry, Inc | Management Registry 401(K) Plan | 2023 | $6,261 | $965 |
| Health Care For The Homeless, Inc. | Tax-Deferred Annuity Plan For Employees Of Health Care For The Homeless, Inc. | 2023 | $6,880 | $0 |
| Chuhatsu North America, Inc. | Chuhatsu 401k Savings Plan | 2023 | $2,000 | $4,474 |
| Flynn Brothers Contracting, Inc. | Flynn Brothers Contracting Inc. 401 K Profit Sharing Plan | 2023 | $0 | $6,026 |
| Rood, Riddle & Partners, P.S.C. | Rood, Riddle & Partners, P.S.C. Savings And Retirement Plan | 2023 | $6,000 | $0 |
| Wendell Foster'S Campus For Developmental Disabilities, Inc. | Wendell Foster'S Campus For Developmental Disabilities, Inc. 403(B) Plan | 2023 | $0 | $5,814 |
| Arxada, LLC | The Arxada 401(K) Plan | 2023 | $5,385 | $0 |
| Pinnacle Eye Care, Inc. D/B/A Vision First | Pinnacle Eye Care 401(K) Savings Plan | 2023 | $1,790 | $3,388 |
| Madison Precision Products, Inc. | Madison Precision Products, Inc. Retirement Plan | 2023 | $4,475 | $0 |
| Derby Fabricating Solutions, LLC | Derby Fabricating Solutions, LLC 401(K) Retirement Plan | 2023 | $0 | $4,272 |
| Stockton Mortgage Corporation | Stockton Mortgage Corporation 401(K) Plan | 2023 | $3,299 | $956 |
| Elevation Services Holdings, LLC | Aeg Union Holding Company 401(K) Plan | 2023 | $3,825 | $351 |
| Us Lbm, LLC | Us Lbm Holdings, LLC 401(K) Plan | 2023 | $0 | $4,133 |
| Anderson Wood Products Company | Anderson Wood Products Company Money Purchase Pension Plan | 2023 | $4,000 | $0 |
| Qsr Automations, Inc. | Qsr Automations, Inc. 401(K) Plan | 2023 | $650 | $3,068 |
| Zander Group Holdings, Inc. | Zander Group Holdings, Inc. 401(K) Plan | 2023 | $3,700 | not reported in the loaded dataset |
| Arrow Electric Co., Inc. | Arrow Electric Co Inc Retirement Plan | 2023 | $2,900 | $0 |
| American Roofing & Metal Company, Inc. | American Roofing & Metal Company, Inc. Retirement Savings Plan | 2023 | $500 | $1,463 |
| Hillerich & Bradsby Co. | Hillerich & Bradsby Co. Thrift Plan | 2023 | $1,900 | $0 |
| Rbr Alliance, Inc. | Rbr Alliance, Inc. 401(K) Plan | 2023 | $1,750 | $0 |
| Interapt, LLC | Interapt Retirement Plan | 2023 | $1,457 | $0 |
| Usher Transport, Inc. | Usher Transport, Inc. 401(K) Profit Sharing Plan | 2023 | $1,270 | $27 |
| Kentucky Organ Donor Affiliates | Kentucky Organ Donor Affiliates 401(K) Plan | 2023 | $1,250 | $0 |
| Community Financial Services, Inc. | Community Financial Services Bank 401(K) Plan | 2023 | $1,250 | $0 |
| Keystops, LLC | Keystops, LLC Employee Savings Plan | 2023 | $0 | $1,138 |
| Marine Solutions, Inc. | Marine Solutions, Inc. Retirement Plan | 2023 | $125 | $0 |
| Ikeyless, LLC | Ikeyless, LLC 401(K) P/S Plan | 2023 | $33 | $0 |
Related Form 5500 pages
- 403(B) Thrift Plan For Goodwill Industries Of Kentucky, Inc. (plan 001)
- Goodwill Industries Of Kentucky, Inc. — all reported plans
- Saver Group, Inc. Employee Stock Ownership Plan (plan 002)
- Saver Group, Inc. — all reported plans
- Aeg Merit Holding Company 401(K) Plan (plan 001)
- Elevation Services Holdings Ii, LLC — all reported plans
- Community Financial Services, Inc. Employee Stock Ownership Plan (plan 001)
- Community Financial Services, Inc. — all reported plans
- Caldwell Medical Center Inc. Tax Deferred Annuity Plan (plan 002)
- Caldwell Medical Center — all reported plans
- New Lexington Clinic, P.S.C. Savings And Profit Sharing Plan (plan 001)
- New Lexington Clinic, P.S.C. — all reported plans
- Southeast Christian Church Restated Retirement And Savings Plan (plan 001)
- Southeast Christian Church Of Jefferson County, Kentucky, Inc. — all reported plans
- First Southern Bancorp Inc 401k Plan (plan 001)
- First Southern Bancorp Inc — all reported plans
- Magnolia Bank Retirement Savings Plan (plan 001)
- Magnolia Bank — all reported plans
- Dmlo 401k Retirement Plan (plan 001)
- Deming, Malone, Livesay & Ostroff — all reported plans
- Ikeyless, LLC 401(K) P/S Plan (plan 001)
- Ikeyless, LLC — all reported plans
- Hall Contracting Of Kentucky, Inc. Davis Bacon/Prevailing Wage, 401k Retirement And Profit Sharing Plan (plan 001)
- Hall Contracting Of Kentucky, Inc. — all reported plans
- Toyoda Gosei 401(K) Plan (plan 001)
- Toyoda Gosei North America Corp. — all reported plans
- Frost Brown Todd Llp Retirement Savings Plan (plan 001)
- Frost Brown Todd Llp — all reported plans
- Swift & Staley Governmental Services 401(K) Plan (plan 002)
- Swift & Staley Inc. — all reported plans
- Feeders Supply Company, LLC Profit Sharing Plan (plan 001)
- Feeders Supply Company, LLC — all reported plans
- Utg, Inc. 401(K) Plan (plan 001)
- Utg, Inc. — all reported plans
- Stites & Harbison, Pllc Restated Security Plan I (plan 001)
- Stites & Harbison — all reported plans
- Independent Southern Bancshares, Inc. Amended And Restated Profit Sharing/401(K) Plan (plan 001)
- Independent Southern Bancshares Inc — all reported plans
- Ihcc 401(K) Retirement Plan (plan 004)
- Investors Heritage Capital Corporation — all reported plans
- Management Registry 401(K) Plan (plan 001)
- Management Registry, Inc — all reported plans
- Tax-Deferred Annuity Plan For Employees Of Health Care For The Homeless, Inc. (plan 001)
- Health Care For The Homeless, Inc. — all reported plans
- Chuhatsu 401k Savings Plan (plan 001)
- Chuhatsu North America, Inc. — all reported plans
- Flynn Brothers Contracting Inc. 401 K Profit Sharing Plan (plan 001)
- Flynn Brothers Contracting, Inc. — all reported plans
- Rood, Riddle & Partners, P.S.C. Savings And Retirement Plan (plan 001)
- Rood, Riddle & Partners, P.S.C. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources