Strategic Financial Services — 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, Strategic Financial Services is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $380,693 and reported indirect compensation totals $20.
Reported compensation summary
- Reported direct compensation
- $380,693
- Reported indirect compensation
- $20
- Total reported compensation
- $380,713
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- 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 Indium Corporation Of America | NY | 1 | $158,240 |
| Utica First Insurance Company | NY | 1 | $69,162 |
| Central New York Cardiology, P.C. | NY | 1 | $48,844 |
| Slocum-Dickson Medical Group, Pllc | NY | 1 | $44,495 |
| Matt Industries, Inc. | NY | 1 | $34,183 |
| Pathfinder Village, Inc. | NY | 1 | $25,789 |
State footprint
Plans reporting Strategic Financial Services are sponsored in NY (6).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| The Indium Corporation Of America | Indium Corporation Of America Employees' Profit Sharing And 401(K) Plan | 2023 | $158,240 | not reported in the loaded dataset |
| Utica First Insurance Company | Utica First Insurance Company Employees Retirement & Savings Plan | 2023 | $69,142 | $20 |
| Central New York Cardiology, P.C. | Central New York Cardiology, P.C. 401(K) Savings Plan | 2023 | $48,844 | $0 |
| Slocum-Dickson Medical Group, Pllc | Slocum-Dickson Medical Group, Pllc Retirement Plan | 2023 | $44,495 | not reported in the loaded dataset |
| Matt Industries, Inc. | Matt Industries, Inc. Employee Retirement Plan | 2023 | $34,183 | not reported in the loaded dataset |
| Pathfinder Village, Inc. | Pathfinder Village, Inc. Deferred Annuity Plan | 2023 | $25,789 | not reported in the loaded dataset |
Related Form 5500 pages
- Indium Corporation Of America Employees' Profit Sharing And 401(K) Plan (plan 001)
- The Indium Corporation Of America — all reported plans
- Utica First Insurance Company Employees Retirement & Savings Plan (plan 002)
- Utica First Insurance Company — all reported plans
- Central New York Cardiology, P.C. 401(K) Savings Plan (plan 002)
- Central New York Cardiology, P.C. — all reported plans
- Slocum-Dickson Medical Group, Pllc Retirement Plan (plan 002)
- Slocum-Dickson Medical Group, Pllc — all reported plans
- Matt Industries, Inc. Employee Retirement Plan (plan 002)
- Matt Industries, Inc. — all reported plans
- Pathfinder Village, Inc. Deferred Annuity Plan (plan 001)
- Pathfinder Village, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources