Advised Asset Group — 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, Advised Asset Group is reported as a service provider on 7 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,758,701 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $1,758,701
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $1,758,701
- Filings
- 7
- Plan sponsors
- 6
- Plans
- 6
- Latest filing year
- 2023
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.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Sonoco Products Company | SC | 1 | $1,491,104 |
| Community Hospital Of The Monterey Peninsula | CA | 1 | $199,221 |
| Regis University | CO | 1 | $50,499 |
| Ampam Parks Mechanical,Inc. | CA | 1 | $17,198 |
| Onin Staffing LLC | AL | 1 | $679 |
| Mccalla Raymer Leibert Pierce, LLC | GA | 1 | $0 |
State footprint
Plans reporting Advised Asset Group are sponsored in CA (2), AL (1), CO (1), GA (1), SC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Sonoco Products Company | Sonoco Retirement & Savings Plan | 2023 | $766,319 | not reported in the loaded dataset |
| Sonoco Products Company | Sonoco Retirement & Savings Plan | 2023 | $724,785 | not reported in the loaded dataset |
| Community Hospital Of The Monterey Peninsula | Community Hospital Of The Monterey Peninsula Tax-Sheltered Annuity Plan | 2023 | $199,221 | not reported in the loaded dataset |
| Regis University | Regis University Defined Contribution Plan | 2023 | $50,499 | not reported in the loaded dataset |
| Ampam Parks Mechanical,Inc. | Ampam Parks Mechanical 401(K) Retirement Savings Plan | 2023 | $17,198 | not reported in the loaded dataset |
| Onin Staffing LLC | Onin Group 401(K) Plan | 2023 | $679 | not reported in the loaded dataset |
| Mccalla Raymer Leibert Pierce, LLC | Mccalla Raymer Leibert Pierce, LLC 401(K) Plan | 2023 | $0 | not reported in the loaded dataset |
Related Form 5500 pages
- Sonoco Retirement & Savings Plan (plan 026)
- Sonoco Products Company — all reported plans
- Sonoco Retirement & Savings Plan (plan 026)
- Community Hospital Of The Monterey Peninsula Tax-Sheltered Annuity Plan (plan 002)
- Community Hospital Of The Monterey Peninsula — all reported plans
- Regis University Defined Contribution Plan (plan 001)
- Regis University — all reported plans
- Ampam Parks Mechanical 401(K) Retirement Savings Plan (plan 001)
- Ampam Parks Mechanical,Inc. — all reported plans
- Onin Group 401(K) Plan (plan 001)
- Onin Staffing LLC — all reported plans
- Mccalla Raymer Leibert Pierce, LLC 401(K) Plan (plan 001)
- Mccalla Raymer Leibert Pierce, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources