Schaefer Financial Management — 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, Schaefer Financial Management is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $27,127 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $27,127
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $27,127
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| The Charles Schwab Corporation | TX | 1 | $9,592 |
| Hall & Evans, LLC | CO | 1 | $9,476 |
| United Airlines, Inc. | IL | 1 | $8,059 |
State footprint
Plans reporting Schaefer Financial Management are sponsored in CO (1), IL (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| The Charles Schwab Corporation | Schwabplan Retirement Savings And Investment Plan | 2023 | $9,592 | not reported in the loaded dataset |
| Hall & Evans, LLC | Hall & Evans, LLC Employee Savings Plan | 2023 | $9,476 | not reported in the loaded dataset |
| United Airlines, Inc. | United Airlines Pilot Retirement Account Plan | 2023 | $8,059 | not reported in the loaded dataset |
Related Form 5500 pages
- Schwabplan Retirement Savings And Investment Plan (plan 002)
- The Charles Schwab Corporation — all reported plans
- Hall & Evans, LLC Employee Savings Plan (plan 003)
- Hall & Evans, LLC — all reported plans
- United Airlines Pilot Retirement Account Plan (plan 202)
- United Airlines, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources