Plan5500

Aptus 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, Aptus Financial. is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $30,862 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$30.9KDirect + indirect, across loaded filings$30,862
Plans served2
Plan sponsors2
Filings2
Direct vs. indirect compensation
Direct compensation$30.9K
Indirect compensationNot reported

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 compensation59%Medical Assets Holding Company, LLC
Top state share of plans100%AR
Plan sponsors served2
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Aptus Financial.. Bars show relative scale.

  1. 1
    Medical Assets Holding Company, LLC$18.2K
    AR · 1 plan(s)
  2. 2
    The Harvest Group, LLC.$12.7K
    AR · 1 plan(s)
Geographic reach

State footprint

Where Aptus Financial. 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
    AR2 plan(s)
Geographic reach

City footprint

Cities where plans reporting Aptus Financial. are sponsored, by plan count.

  1. 1
    Little Rock, AR1 plan(s)
  2. 2
    Rogers, AR1 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
    Medical Assets Holding Company, LLC 401(K) Profit Sharing Trust$18.2K
    Medical Assets Holding Company, LLC, AR · Direct $18.2K · 2023
  2. 2
    The Harvest Group, LLC 401(K) Plan$12.7K
    The Harvest Group, LLC., AR · Direct $12.7K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Aptus Financial.?
Public Form 5500 Schedule C filings report compensation paid to Aptus Financial. as a plan service provider. Across loaded filings, total reported compensation is $30,862.
How many plans report Aptus Financial. as a service provider?
Aptus Financial. appears on 2 loaded plan(s) across 2 sponsor(s).

Related Form 5500 pages