Retirement Resources Investment Gro — 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 Resources Investment Gro 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 $178,736 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$178.7KDirect + indirect, across loaded filings$178,736
Plans served5
Plan sponsors5
Filings5
Direct vs. indirect compensation
Direct compensation$178.7K
Indirect compensationNot reported

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 compensation67%Valley Medical Facilities, Inc.
Top state share of plans60%MA
Plan sponsors served5
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Retirement Resources Investment Gro. Bars show relative scale.

  1. 1
  2. 2
  3. 3
    MA · 1 plan(s)
  4. 4
    MA · 1 plan(s)
  5. 5
    MA · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Retirement Resources Investment Gro are sponsored, by plan count.

  1. 1
    MA3 plan(s)
  2. 2
    PA2 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Valley Medical Facilities, Inc.Heritage Valley Health System 403(B) Plan2023$120,000not reported in the loaded dataset
Heritage Valley Health SystemHeritage Valley Health System 401(K) Plan2023$30,000not reported in the loaded dataset
Salter Health Management LLCSalter Healthcare, Inc. 401k Savings Plan2023$13,538not reported in the loaded dataset
Stellar Health Management LLCSalter Healthcare Inc 401(K) Savings Plan2023$13,538not reported in the loaded dataset
Dtiq Technologies, Inc.Dtiq 401(K) Plan2023$1,660not reported in the loaded dataset

Related Form 5500 pages