Trust Management 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, Trust Management Services is reported as a service provider on 15 loaded Form 5500 filing(s) across 15 plan sponsor(s) and 15 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $358,463 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$358.5KDirect + indirect, across loaded filings$358,463
Plans served15
Plan sponsors15
Filings15
Direct vs. indirect compensation
Direct compensation$358.5K
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 compensation22%Cw Resources, Inc.
Top state share of plans33%CA
Plan sponsors served15
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Trust Management Services. Bars show relative scale.

  1. 1
    CA · 1 plan(s)
  2. 2
    FL · 1 plan(s)
  3. 3
    CA · 1 plan(s)
  4. 4
    CA · 1 plan(s)
  5. 5
  6. 6
  7. 7
    WI · 1 plan(s)
  8. 8
    VA · 1 plan(s)
  9. 9
    VA · 1 plan(s)
  10. 10
Geographic reach

State footprint

Where Trust Management Services 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
    CA5 plan(s)
  2. 2
    VA3 plan(s)
  3. 3
    MD2 plan(s)
  4. 4
    WI2 plan(s)
  5. 5
    NC1 plan(s)
  6. 6
    FL1 plan(s)
  7. 7
    TX1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Trust Management Services are sponsored, by plan count.

  1. 1
    San Mateo, CA3 plan(s)
  2. 2
    San Jose, CA2 plan(s)
  3. 3
    Milwaukee, WI2 plan(s)
  4. 4
    Annapolis, MD1 plan(s)
  5. 5
  6. 6
    Charlotte, NC1 plan(s)
  7. 7
    Leander, TX1 plan(s)
  8. 8
    Herndon, VA1 plan(s)
  9. 9
  10. 10
    Vienna, VA1 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
    Cw Resources, Inc., CA · Direct $78.1K · 2023
  2. 2
    Iss Action, Inc., FL · Direct $39.8K · 2023
  3. 3
    Ecs Federal, LLC, CA · Direct $30.5K · 2023
  4. 4
    Relief Enterprises, Inc., CA · Direct $28.9K · 2023
  5. 5
    Goodwill Industries Of Southeastern Wisconsin, Inc., WI · Direct $26.9K · 2023
  6. 6
    Millbrook Support Services, Inc., CA · Direct $26.6K · 2023
  7. 7
    Great Lakes Resources, Inc., WI · Direct $23.5K · 2023
  8. 8
    Dtsv, Inc., VA · Direct $19.8K · 2023
  9. 9
    Lockwood Hills Federal, LLC, VA · Direct $17K · 2023
  10. 10
    American Eagle Protective Services Corporation, TX · Direct $13.3K · 2023
  11. 11
    Master Security Company, LLC, MD · Direct $12.8K · 2023
  12. 12
    Vip Courier Express, LLC, NC · Direct $12.6K · 2023
  13. 13
    Cda Inc Dba Maxsent, MD · Direct $11.3K · 2023
  14. 14
    Itcon Services, LLC, VA · Direct $8.9K · 2023
  15. 15
    Power Works Industries, Inc., CA · Direct $8.2K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Trust Management Services?
Public Form 5500 Schedule C filings report compensation paid to Trust Management Services as a plan service provider. Across loaded filings, total reported compensation is $358,463.
How many plans report Trust Management Services as a service provider?
Trust Management Services appears on 15 loaded plan(s) across 15 sponsor(s).

Related Form 5500 pages