Plan5500

American Portfolios Advisors — 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, American Portfolios Advisors is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $225,018 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$225KDirect + indirect, across loaded filings$225,018
Plans served4
Plan sponsors4
Filings4
Direct vs. indirect compensation
Direct compensation$225K
Indirect compensation$0

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 compensation33%Pk Management LLC
Top state share of plans75%NY
Plan sponsors served4
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to American Portfolios Advisors. Bars show relative scale.

  1. 1
    Pk Management LLC$74.2K
    SC · 1 plan(s)
  2. 2
    Manhattan School Of Music$68.4K
    NY · 1 plan(s)
  3. 3
    Laboratory Alliance Of Central New York$51.8K
    NY · 1 plan(s)
  4. 4
    Air Distribution Enterprises Inc.$30.6K
    NY · 1 plan(s)
Geographic reach

State footprint

Where American Portfolios Advisors 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. 1
    NY3 plan(s)
  2. 2
    SC1 plan(s)
Geographic reach

City footprint

Cities where plans reporting American Portfolios Advisors are sponsored, by plan count.

  1. 1
    Freeport, NY1 plan(s)
  2. 2
    Liverpool, NY1 plan(s)
  3. 3
    New York, NY1 plan(s)
  4. 4
    Greenville, SC1 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. 1
    Pk Management LLC 401(K) Profit Sharing Plan & Trust$74.2K
    Pk Management LLC, SC · Direct $74.2K · 2023
  2. 2
    Manhattan School Of Music Retirement Savings Plan$68.4K
    Manhattan School Of Music, NY · Direct $68.4K · 2023
  3. 3
    Laboratory Alliance Of Central New York 401(K) Plan$51.8K
    Laboratory Alliance Of Central New York, NY · Direct $51.8K · 2023
  4. 4
    Air Distribution Enterprises Inc. 401(K) Plan$30.6K
    Air Distribution Enterprises Inc., NY · Direct $30.6K · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about American Portfolios Advisors?
Public Form 5500 Schedule C filings report compensation paid to American Portfolios Advisors as a plan service provider. Across loaded filings, total reported compensation is $225,018.
How many plans report American Portfolios Advisors as a service provider?
American Portfolios Advisors appears on 4 loaded plan(s) across 4 sponsor(s).

Related Form 5500 pages