Rose Street Advisors — 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, Rose Street Advisors is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $65,499 and reported indirect compensation totals $82,910.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$148.4KDirect + indirect, across loaded filings$148,409
Plans served2
Plan sponsors2
Filings2
Direct vs. indirect compensation
Direct compensation$65.5K
Indirect compensation$82.9K

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 compensation56%W.K. Kellogg Foundation
Top state share of plans100%MI
Plan sponsors served2
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Rose Street Advisors. Bars show relative scale.

  1. 1
    MI · 1 plan(s)
  2. 2
    MI · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Rose Street Advisors are sponsored, by plan count.

  1. 1
    MI2 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
W.K. Kellogg FoundationW.K. Kellogg Foundation Health & Welfare Choice Benefits Plan2023$0$82,910
Michigan Turkey ProducersMichigan Turkey Producers2023$65,499not reported in the loaded dataset

Related Form 5500 pages