What does Form 5500 Schedule C report about Adaptive Financial Consulting?

Public Form 5500 Schedule C filings report compensation paid to Adaptive Financial Consulting as a plan service provider. Across loaded filings, total reported compensation is $121,692.

How many plans report Adaptive Financial Consulting as a service provider?

Adaptive Financial Consulting appears on 2 loaded plan(s) across 2 sponsor(s).

Adaptive Financial Consulting — 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, Adaptive Financial Consulting 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 $121,692 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$121.7KDirect + indirect, across loaded filings$121,692

Plans served2

Plan sponsors2

Filings2

Direct vs. indirect compensation

Direct compensation$121.7K

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 compensation87%Balboa Nephrology Medical Group, Inc.

Top state share of plans100%CA

Plan sponsors served2

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Adaptive Financial Consulting. Bars show relative scale.

1
Balboa Nephrology Medical Group, Inc.$105.4K
CA · 1 plan(s)
2
Synergy Orthopedic Specialists, Inc.$16.3K
CA · 1 plan(s)

Geographic reach

State footprint

Where Adaptive Financial Consulting 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
CA2 plan(s)

Geographic reach

City footprint

Cities where plans reporting Adaptive Financial Consulting are sponsored, by plan count.

1
La Jolla, CA1 plan(s)
2
San Diego, CA1 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
Balboa Nephrology Medical Group, Inc. Profit-Sharing Plan$105.4K
Balboa Nephrology Medical Group, Inc., CA · Direct $105.4K · 2023
2
Synergy Specialists Medical Group, Inc. 401(K) Plan$16.3K
Synergy Orthopedic Specialists, Inc., CA · Direct $16.3K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Adaptive Financial Consulting?: Public Form 5500 Schedule C filings report compensation paid to Adaptive Financial Consulting as a plan service provider. Across loaded filings, total reported compensation is $121,692.
How many plans report Adaptive Financial Consulting as a service provider?: Adaptive Financial Consulting appears on 2 loaded plan(s) across 2 sponsor(s).