Plan5500

Swbc Investment Services, 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, Swbc Investment Services, LLC 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 $36,396 and reported indirect compensation totals $26,220.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$62.6KDirect + indirect, across loaded filings$62,616
Plans served5
Plan sponsors5
Filings5
Direct vs. indirect compensation
Direct compensation$36.4K
Indirect compensation$26.2K

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 compensation39%Liftfund, Inc.
Top state share of plans100%TX
Plan sponsors served5
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Swbc Investment Services, LLC. Bars show relative scale.

  1. 1
    Liftfund, Inc.$24.6K
    TX · 1 plan(s)
  2. 2
    Documation, Inc.$20K
    TX · 1 plan(s)
  3. 3
    Incarnate Word Retirement Community, Inc.$16.4K
    TX · 1 plan(s)
  4. 4
    Texas Tech Federal Credit Union$1.7K
    TX · 1 plan(s)
  5. 5
    Texas Independent Bancshares$0
    TX · 1 plan(s)
Geographic reach

State footprint

Where Swbc Investment Services, 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. 1
    TX5 plan(s)
Geographic reach

City footprint

Cities where plans reporting Swbc Investment Services, LLC are sponsored, by plan count.

  1. 1
    San Antonio, TX2 plan(s)
  2. 2
    Lubbock, TX1 plan(s)
  3. 3
    San Antono, TX1 plan(s)
  4. 4
    Texas City, TX1 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
    Liftfund, Inc. 401(K) Profit Sharing Plan$24.6K
    Liftfund, Inc., TX · Direct $0 · Indirect $24.6K · 2023
  2. 2
    Documation 401(K) Retirement Plan$20K
    Documation, Inc., TX · Direct $20K · 2023
  3. 3
    The Village At Incarnate Word 403(B) Plan$16.4K
    Incarnate Word Retirement Community, Inc., TX · Direct $16.4K · 2023
  4. 4
    Texas Tech Federal Credit Union 401(K) Plan$1.7K
    Texas Tech Federal Credit Union, TX · Direct $0 · Indirect $1.7K · 2023
  5. 5
    Texas Independent Bancshares, Inc. 401(K) Employee Stock Ownership Plan$0
    Texas Independent Bancshares, TX · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Swbc Investment Services, LLC?
Public Form 5500 Schedule C filings report compensation paid to Swbc Investment Services, LLC as a plan service provider. Across loaded filings, total reported compensation is $62,616.
How many plans report Swbc Investment Services, LLC as a service provider?
Swbc Investment Services, LLC appears on 5 loaded plan(s) across 5 sponsor(s).

Related Form 5500 pages