What does Form 5500 Schedule C report about Stokes Investment Consulting LLC?

Public Form 5500 Schedule C filings report compensation paid to Stokes Investment Consulting LLC as a plan service provider. Across loaded filings, total reported compensation is $19,754.

How many plans report Stokes Investment Consulting LLC as a service provider?

Stokes Investment Consulting LLC appears on 2 loaded plan(s) across 2 sponsor(s).

Stokes Investment Consulting LLC — 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, Stokes Investment Consulting LLC 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 $19,754 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$19.8KDirect + indirect, across loaded filings$19,754

Plans served2

Plan sponsors2

Filings2

Direct vs. indirect compensation

Direct compensation$19.8K

Indirect compensation$0

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 compensation52%Local 464a-United Food & Commercial Workers Union Welfare Service Bene

Top state share of plans100%NJ

Plan sponsors served2

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Stokes Investment Consulting LLC. Bars show relative scale.

1
Local 464a-United Food & Commercial Workers Union Welfare Service Bene$10.2K
NJ · 1 plan(s)
2
Pension Plan Of Local 464a$9.5K
NJ · 1 plan(s)

Geographic reach

State footprint

Where Stokes Investment Consulting LLC 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
NJ2 plan(s)

Geographic reach

City footprint

Cities where plans reporting Stokes Investment Consulting LLC are sponsored, by plan count.

1
Little Falls, NJ2 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
Local 464a-United Food & Commercial Workers Union Welfare Service Benefit Fund$10.2K
Local 464a-United Food & Commercial Workers Union Welfare Service Bene, NJ · Direct $10.2K · Indirect $0 · 2023
2
Pension Plan Of Local 464a$9.5K
Pension Plan Of Local 464a, NJ · Direct $9.5K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Stokes Investment Consulting LLC?: Public Form 5500 Schedule C filings report compensation paid to Stokes Investment Consulting LLC as a plan service provider. Across loaded filings, total reported compensation is $19,754.
How many plans report Stokes Investment Consulting LLC as a service provider?: Stokes Investment Consulting LLC appears on 2 loaded plan(s) across 2 sponsor(s).