Anderson Financial Strategies, 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 Financial Strategies, 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 $170,002 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$170KDirect + indirect, across loaded filings$170,002
Plans served4
Plan sponsors4
Filings4
Direct vs. indirect compensation
Direct compensation$170K
Indirect compensation$0

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 compensation38%Ventech Solutions Inc
Top state share of plans100%OH
Plan sponsors served4
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Anderson Financial Strategies, LLC. Bars show relative scale.

  1. 1
    OH · 1 plan(s)
  2. 2
  3. 3
    OH · 1 plan(s)
  4. 4
    OH · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Anderson Financial Strategies, LLC are sponsored, by plan count.

  1. 1
    OH4 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Ventech Solutions IncVentech Solutions Inc 401(K) Profit Sharing Plan & Trust2023$65,162not reported in the loaded dataset
Peerless Technologies CorporationPeerless Technologies Corporation 401(K) Plan2023$57,516not reported in the loaded dataset
Barnes, Dennig & Co., Ltd.Barnes, Dennig & Co., Ltd. Profit Sharing Plan2023$32,412not reported in the loaded dataset
Gray America Corp.Gray America Corp. Savings & & Retirement Plan2023$14,912$0

Related Form 5500 pages