What does Form 5500 Schedule C report about Anderson & Anderson Advisory LLC?

Public Form 5500 Schedule C filings report compensation paid to Anderson & Anderson Advisory LLC as a plan service provider. Across loaded filings, total reported compensation is $151,884.

How many plans report Anderson & Anderson Advisory LLC as a service provider?

Anderson & Anderson Advisory LLC appears on 4 loaded plan(s) across 4 sponsor(s).

Anderson & Anderson Advisory LLC — 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, Anderson & Anderson Advisory LLC 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 $151,884 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$151.9KDirect + indirect, across loaded filings$151,884

Plans served4

Plan sponsors4

Filings4

Direct vs. indirect compensation

Direct compensation$151.9K

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 compensation34%Wilson Oil, Inc.

Top state share of plans100%WA

Plan sponsors served4

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Anderson & Anderson Advisory LLC. Bars show relative scale.

1
Wilson Oil, Inc.$51K
WA · 1 plan(s)
2
Pacific Northern Environmental, LLC$43.5K
WA · 1 plan(s)
3
Bud Clary Chevrolet, Inc.$29.1K
WA · 1 plan(s)
4
Community Home Health & Hospice$28.3K
WA · 1 plan(s)

Geographic reach

State footprint

Where Anderson & Anderson Advisory LLC 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
WA4 plan(s)

Geographic reach

City footprint

Cities where plans reporting Anderson & Anderson Advisory LLC are sponsored, by plan count.

1
Longview, WA4 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
Wilson Oil, Inc. 401(K) Profit Sharing Plan And Trust$51K
Wilson Oil, Inc., WA · Direct $51K · 2023
2
Pacific Northern Environmental 401(K) Profit Sharing Plan$43.5K
Pacific Northern Environmental, LLC, WA · Direct $43.5K · 2023
3
Bud Clary Automotive Group 401(K) Plan$29.1K
Bud Clary Chevrolet, Inc., WA · Direct $29.1K · Indirect $0 · 2023
4
Community Home Health & Hospice Tax Sheltered Annuity Plan$28.3K
Community Home Health & Hospice, WA · Direct $28.3K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Anderson & Anderson Advisory LLC?: Public Form 5500 Schedule C filings report compensation paid to Anderson & Anderson Advisory LLC as a plan service provider. Across loaded filings, total reported compensation is $151,884.
How many plans report Anderson & Anderson Advisory LLC as a service provider?: Anderson & Anderson Advisory LLC appears on 4 loaded plan(s) across 4 sponsor(s).