Arbor Point 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, Arbor Point 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 $62,324 and reported indirect compensation totals $23,281.
Reported compensation summary
- Reported direct compensation
- $62,324
- Reported indirect compensation
- $23,281
- Total reported compensation
- $85,605
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| Northern California Retired Officers Community | CA | 1 | $35,543 |
| Rightline Equipment, Inc. | OR | 1 | $23,281 |
| Baird Holm Llp | NE | 1 | $19,638 |
| Development Workshop, Inc. | ID | 1 | $7,143 |
State footprint
Plans reporting Arbor Point Advisors are sponsored in CA (1), ID (1), NE (1), OR (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Northern California Retired Officers Community | Paradise Valley Estates 401(K) Retirement Plan | 2023 | $35,543 | not reported in the loaded dataset |
| Rightline Equipment, Inc. | Rightline Equipment, Inc. 401(K) Plan | 2023 | $0 | $23,281 |
| Baird Holm Llp | Baird Holm Llp Profit Sharing Plan | 2023 | $19,638 | not reported in the loaded dataset |
| Development Workshop, Inc. | Development Workshop, Inc. Retirement Savings Plan | 2023 | $7,143 | $0 |
Related Form 5500 pages
- Paradise Valley Estates 401(K) Retirement Plan (plan 001)
- Northern California Retired Officers Community — all reported plans
- Rightline Equipment, Inc. 401(K) Plan (plan 001)
- Rightline Equipment, Inc. — all reported plans
- Baird Holm Llp Profit Sharing Plan (plan 001)
- Baird Holm Llp — all reported plans
- Development Workshop, Inc. Retirement Savings Plan (plan 001)
- Development Workshop, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources