Golden Girl
Oct 14 2009, 04:55 PM
The instructions are not very clear on this.
I seem to recall that it does not have to be filed/attached if total fees paid to all service providers is less than $5,000
Help!
PensionPro
Oct 15 2009, 02:24 PM
Line 2 of Part I must be completed to report contract administrators and persons receiving, directly or indirectly, $5,000 or more in compensation for all services rendered during the year.
Form5500Guru™
Oct 31 2009, 11:01 PM
Plans with 100 or more participants filing Form 5500 are not required to file a Schedule C if they have not paid fees, directly or indirectly, over $5,000 to a service provider.
Be careful of the indirect fees!
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