What does Form 5500 Schedule C report about Sage Rutty & Company?

Public Form 5500 Schedule C filings report compensation paid to Sage Rutty & Company as a plan service provider. Across loaded filings, total reported compensation is $115,427.

How many plans report Sage Rutty & Company as a service provider?

Sage Rutty & Company appears on 2 loaded plan(s) across 2 sponsor(s).

Sage Rutty & Company — 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, Sage Rutty & Company 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 not reported in the loaded dataset and reported indirect compensation totals $115,427.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$115.4KDirect + indirect, across loaded filings$115,427

Plans served2

Plan sponsors2

Filings2

Direct vs. indirect compensation

Direct compensationNot reported

Indirect compensation$115.4K

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 compensation63%Continental Service Group, LLC D/B/A Conserve

Top state share of plans100%NY

Plan sponsors served2

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Sage Rutty & Company. Bars show relative scale.

1
Continental Service Group, LLC D/B/A Conserve$72.4K
NY · 1 plan(s)
2
Finger Lakes Community Health$43K
NY · 1 plan(s)

Geographic reach

State footprint

Where Sage Rutty & Company 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
NY2 plan(s)

Geographic reach

City footprint

Cities where plans reporting Sage Rutty & Company are sponsored, by plan count.

1
Fairport, NY1 plan(s)
2
Penn Yan, NY1 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
Conserve Employee Retirement Plan$72.4K
Continental Service Group, LLC D/B/A Conserve, NY · Indirect $72.4K · 2023
2
Finger Lakes Community Health 401(K) Profit Sharing Plan$43K
Finger Lakes Community Health, NY · Indirect $43K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Sage Rutty & Company?: Public Form 5500 Schedule C filings report compensation paid to Sage Rutty & Company as a plan service provider. Across loaded filings, total reported compensation is $115,427.
How many plans report Sage Rutty & Company as a service provider?: Sage Rutty & Company appears on 2 loaded plan(s) across 2 sponsor(s).