Arbor Point Advisors 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, Arbor Point Advisors 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 $147,909 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $147,909
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $147,909
- 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 |
|---|---|---|---|
| Western Trailer Co. | ID | 1 | $40,985 |
| Spudnik Equipment Company LLC | ID | 1 | $39,999 |
| Health West, Inc. | ID | 1 | $38,339 |
| Summerwinds Garden Centers, Inc. | ID | 1 | $28,586 |
State footprint
Plans reporting Arbor Point Advisors LLC are sponsored in ID (4).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Western Trailer Co. | Western Trailer Co. 401(K) Profit Sharing Plan | 2023 | $40,985 | not reported in the loaded dataset |
| Spudnik Equipment Company LLC | Spudnik Equipment Company LLC 401(K) Profit Sharing Plan | 2023 | $39,999 | not reported in the loaded dataset |
| Health West, Inc. | Health West, Inc. 403(B) Retirement Plan | 2023 | $38,339 | not reported in the loaded dataset |
| Summerwinds Garden Centers, Inc. | Summerwinds 401(K) Plan | 2023 | $28,586 | not reported in the loaded dataset |
Related Form 5500 pages
- Western Trailer Co. 401(K) Profit Sharing Plan (plan 001)
- Western Trailer Co. — all reported plans
- Spudnik Equipment Company LLC 401(K) Profit Sharing Plan (plan 001)
- Spudnik Equipment Company LLC — all reported plans
- Health West, Inc. 403(B) Retirement Plan (plan 002)
- Health West, Inc. — all reported plans
- Summerwinds 401(K) Plan (plan 001)
- Summerwinds Garden Centers, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources