Allworth Financial — 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, Allworth Financial is reported as a service provider on 7 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,045,189 and reported indirect compensation totals $26,169.
Reported compensation summary
- Reported direct compensation
- $2,045,189
- Reported indirect compensation
- $26,169
- Total reported compensation
- $2,071,358
- Filings
- 7
- Plan sponsors
- 6
- Plans
- 7
- 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 |
|---|---|---|---|
| Delta Air Lines, Inc. | GA | 2 | $1,947,588 |
| Newport Group, Inc. | CA | 1 | $46,643 |
| Cass Construction, Inc. | CA | 1 | $26,169 |
| Weintraub Tobin Chediak Coleman Grodin Law | CA | 1 | $21,120 |
| Southgate Glass & Screen | CA | 1 | $17,354 |
| Orthocincy Orthopaedics & Sports Me | KY | 1 | $12,484 |
State footprint
Plans reporting Allworth Financial are sponsored in CA (4), GA (2), KY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Delta Air Lines, Inc. | Delta 401(K) Retirement Plan For Pilots | 2023 | $1,768,150 | not reported in the loaded dataset |
| Delta Air Lines, Inc. | Delta 401(K) Retirement Plan | 2023 | $179,438 | not reported in the loaded dataset |
| Newport Group, Inc. | Allworth Financial Pooled Employer Plan | 2023 | $46,643 | not reported in the loaded dataset |
| Cass Construction, Inc. | Cass Arrieta 401(K) Plan | 2023 | $0 | $26,169 |
| Weintraub Tobin Chediak Coleman Grodin Law | Weintraub Tobin Chediak Coleman Grodin Law Corporation Salary Deferral Plan | 2023 | $21,120 | not reported in the loaded dataset |
| Southgate Glass & Screen | Southgate Glass & Screen 401(K) Profit Sharing Plan | 2023 | $17,354 | not reported in the loaded dataset |
| Orthocincy Orthopaedics & Sports Me | Orthocincy Retirement Plan | 2023 | $12,484 | not reported in the loaded dataset |
Related Form 5500 pages
- Delta 401(K) Retirement Plan For Pilots (plan 014)
- Delta Air Lines, Inc. — all reported plans
- Delta 401(K) Retirement Plan (plan 004)
- Allworth Financial Pooled Employer Plan (plan 004)
- Newport Group, Inc. — all reported plans
- Cass Arrieta 401(K) Plan (plan 003)
- Cass Construction, Inc. — all reported plans
- Weintraub Tobin Chediak Coleman Grodin Law Corporation Salary Deferral Plan (plan 001)
- Weintraub Tobin Chediak Coleman Grodin Law — all reported plans
- Southgate Glass & Screen 401(K) Profit Sharing Plan (plan 001)
- Southgate Glass & Screen — all reported plans
- Orthocincy Retirement Plan (plan 001)
- Orthocincy Orthopaedics & Sports Me — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources