Annex Wealth Management — 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, Annex Wealth Management is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $122,028 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $122,028
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $122,028
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Eppstein Uhen Architects, Inc. | WI | 1 | $58,282 |
| Suburban Enterprises, Inc. | WI | 1 | $32,350 |
| Dedicated Computing LLC | WI | 1 | $31,396 |
State footprint
Plans reporting Annex Wealth Management are sponsored in WI (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Eppstein Uhen Architects, Inc. | Eppstein Uhen Architects, Inc. 401k Savings Plan | 2023 | $58,282 | not reported in the loaded dataset |
| Suburban Enterprises, Inc. | Suburban Enterprises, Inc. Employee Stock Ownership Plan | 2023 | $32,350 | not reported in the loaded dataset |
| Dedicated Computing LLC | Dedicated Computing 401(K) Savings Plan | 2023 | $31,396 | not reported in the loaded dataset |
Related Form 5500 pages
- Eppstein Uhen Architects, Inc. 401k Savings Plan (plan 001)
- Eppstein Uhen Architects, Inc. — all reported plans
- Suburban Enterprises, Inc. Employee Stock Ownership Plan (plan 001)
- Suburban Enterprises, Inc. — all reported plans
- Dedicated Computing 401(K) Savings Plan (plan 001)
- Dedicated Computing LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources