Signature Estate & Investment — 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, Signature Estate & Investment is reported as a service provider on 15 loaded Form 5500 filing(s) across 14 plan sponsor(s) and 15 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $233,923 and reported indirect compensation totals $48,044.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$282KDirect + indirect, across loaded filings$281,967
Plans served15
Plan sponsors14
Filings15
Direct vs. indirect compensation
Direct compensation$233.9K
Indirect compensation$48K

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 compensation50%Southern California Permanente Medical Group
Top state share of plans33%CA
Plan sponsors served14
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Signature Estate & Investment. Bars show relative scale.

  1. 1
  2. 2
    VA · 1 plan(s)
  3. 3
    VA · 1 plan(s)
  4. 4
    IL · 1 plan(s)
  5. 5
  6. 6
    MA · 1 plan(s)
  7. 7
    CA · 1 plan(s)
  8. 8
    TX · 1 plan(s)
  9. 9
    CA · 1 plan(s)
  10. 10
    MA · 1 plan(s)
Geographic reach

State footprint

Where Signature Estate & Investment 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. 1
    CA5 plan(s)
  2. 2
    PA2 plan(s)
  3. 3
    MA2 plan(s)
  4. 4
    VA2 plan(s)
  5. 5
    IA1 plan(s)
  6. 6
    TX1 plan(s)
  7. 7
    IL1 plan(s)
  8. 8
    WV1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Signature Estate & Investment are sponsored, by plan count.

  1. 1
  2. 2
    Hershey, PA2 plan(s)
  3. 3
  4. 4
    Chicago, IL1 plan(s)
  5. 5
    Natick, MA1 plan(s)
  6. 6
    Waltham, MA1 plan(s)
  7. 7
    Westlake, TX1 plan(s)
  8. 8
  9. 9
    Reston, VA1 plan(s)
  10. 10
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Southern California Permanente Medical Group, CA · Direct $140.2K · 2023
  2. 2
    Mayvin, Inc., VA · Direct $0 · Indirect $30.5K · 2023
  3. 3
    Caci International, Inc., VA · Direct $18K · 2023
  4. 4
    Katten Muchin Rosenman Llp, IL · Direct $0 · Indirect $17.6K · 2023
  5. 5
    Pachulski Stang Ziehl & Jones Llp, CA · Direct $14.4K · Indirect $0 · 2023
  6. 6
    Simpson Gumpertz & Heger Inc., MA · Direct $10.4K · 2023
  7. 7
    Latham & Watkins Llp, CA · Direct $8.5K · 2023
  8. 8
    The Charles Schwab Corporation, TX · Direct $7.8K · 2023
  9. 9
    Gibson, Dunn & Crutcher Llp, CA · Direct $7.7K · 2023
  10. 10
    The Mathworks, Inc., MA · Direct $7.2K · 2023
  11. 11
    Transamerica Corporation, IA · Direct $6.2K · 2023
  12. 12
    Orrick, Herrington & Sutcliffe Llp, WV · Direct $5.1K · 2023
  13. 13
    Penn State Health, PA · Direct $3.7K · 2023
  14. 14
    Orange County Urology Associates, Inc. A Medical Group, CA · Direct $3.4K · Indirect $0 · 2023
  15. 15
    Penn State Health, PA · Direct $1.5K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Signature Estate & Investment?
Public Form 5500 Schedule C filings report compensation paid to Signature Estate & Investment as a plan service provider. Across loaded filings, total reported compensation is $281,967.
How many plans report Signature Estate & Investment as a service provider?
Signature Estate & Investment appears on 15 loaded plan(s) across 14 sponsor(s).

Related Form 5500 pages