Plan5500

Sms Retirement — 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, Sms Retirement 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 $140,785 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$140.8KDirect + indirect, across loaded filings$140,785
Plans served5
Plan sponsors5
Filings5
Direct vs. indirect compensation
Direct compensation$140.8K
Indirect compensationNot reported

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 compensation26%C & E Sales, Inc.
Top state share of plans80%OH
Plan sponsors served5
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Sms Retirement. Bars show relative scale.

  1. 1
    C & E Sales, Inc.$36.4K
    OH · 1 plan(s)
  2. 2
    National Machinery LLC$36.2K
    OH · 1 plan(s)
  3. 3
    Oncology/Hematology Care, Inc.$35K
    OH · 1 plan(s)
  4. 4
    East Jordan Plastics, Inc.$28.2K
    MI · 1 plan(s)
  5. 5
    The First Tool Corporation$5K
    OH · 1 plan(s)
Geographic reach

State footprint

Where Sms Retirement 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
    OH4 plan(s)
  2. 2
    MI1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Sms Retirement are sponsored, by plan count.

  1. 1
    East Jordan, MI1 plan(s)
  2. 2
    Cincinnati, OH1 plan(s)
  3. 3
    Dayton, OH1 plan(s)
  4. 4
    Miamisburg, OH1 plan(s)
  5. 5
    Tiffin, OH1 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. 1
    C & E Sales, Inc. Profit Sharing Plan$36.4K
    C & E Sales, Inc., OH · Direct $36.4K · 2023
  2. 2
    National Machinery LLC Retirement Plan And Trust$36.2K
    National Machinery LLC, OH · Direct $36.2K · 2023
  3. 3
    Oncology/Hematology Care, Inc. Defined Benefit Plan$35K
    Oncology/Hematology Care, Inc., OH · Direct $35K · 2023
  4. 4
    East Jordan Plastics, Inc. Pension Plan$28.2K
    East Jordan Plastics, Inc., MI · Direct $28.2K · 2023
  5. 5
    The First Tool Corporation Retirement Savings Plan$5K
    The First Tool Corporation, OH · Direct $5K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Sms Retirement?
Public Form 5500 Schedule C filings report compensation paid to Sms Retirement as a plan service provider. Across loaded filings, total reported compensation is $140,785.
How many plans report Sms Retirement as a service provider?
Sms Retirement appears on 5 loaded plan(s) across 5 sponsor(s).

Related Form 5500 pages