What does Form 5500 Schedule C report about Whitney Pension Associates, Inc.?

Public Form 5500 Schedule C filings report compensation paid to Whitney Pension Associates, Inc. as a plan service provider. Across loaded filings, total reported compensation is $52,205.

How many plans report Whitney Pension Associates, Inc. as a service provider?

Whitney Pension Associates, Inc. appears on 2 loaded plan(s) across 2 sponsor(s).

Whitney Pension Associates, 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, Whitney Pension Associates, 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 $52,205 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$52.2KDirect + indirect, across loaded filings$52,205

Plans served2

Plan sponsors2

Filings2

Direct vs. indirect compensation

Direct compensation$52.2K

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 compensation63%Kamco Supply Corporation Of Boston

Top state share of plans50%MA

Plan sponsors served2

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Whitney Pension Associates, Inc.. Bars show relative scale.

1
Kamco Supply Corporation Of Boston$33.1K
MA · 1 plan(s)
2
Berwick Academy$19.1K
ME · 1 plan(s)

Geographic reach

State footprint

Where Whitney Pension Associates, 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.

1
MA1 plan(s)
2
ME1 plan(s)

Geographic reach

City footprint

Cities where plans reporting Whitney Pension Associates, Inc. are sponsored, by plan count.

1
Woburn, MA1 plan(s)
2
South Berwick, ME1 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
Kamco Supply Corporation Of Boston 401(K) Profit Sharing Plan$33.1K
Kamco Supply Corporation Of Boston, MA · Direct $33.1K · 2023
2
Berwick Academy Defined Contribution Retirement Plan$19.1K
Berwick Academy, ME · Direct $19.1K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Whitney Pension Associates, Inc.?: Public Form 5500 Schedule C filings report compensation paid to Whitney Pension Associates, Inc. as a plan service provider. Across loaded filings, total reported compensation is $52,205.
How many plans report Whitney Pension Associates, Inc. as a service provider?: Whitney Pension Associates, Inc. appears on 2 loaded plan(s) across 2 sponsor(s).