Southwest Money Management, Inc — 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, Southwest Money Management, Inc 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 $220,684 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation dashboard
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.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Southwest Money Management, Inc. Bars show relative scale.
- 1
- 2
State footprint
Where Southwest Money Management, Inc 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.
- 1CA2 plan(s)
City footprint
Cities where plans reporting Southwest Money Management, Inc are sponsored, by plan count.
- 1Los Angeles, CA1 plan(s)
- 2Pasadena, CA1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1Board Of Trustees Teamsters Miscellaneous Security Fund, CA · Direct $210.3K · 2023
- 2Board Of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla, CA · Direct $10.4K · 2023
Related Form 5500 pages
- Teamsters Miscellaneous Security Fund (plan 508)
- Board Of Trustees Teamsters Miscellaneous Security Fund — all reported plans
- Teamsters Local Union No 572 Retirement Benefit Pl (plan 001)
- Board Of Trustees, Teamsters Local Union No 572 Retirement Benefit Pla — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources