Arete Wealth 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, Arete Wealth Advisors LLC 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 $77,541 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $77,541
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $77,541
- 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 |
|---|---|---|---|
| Vantage Point Solutions, Inc. | SD | 1 | $47,497 |
| Ag Express Electronics, Inc. | IA | 1 | $23,233 |
| Southern California Permanente Medical Group | CA | 1 | $6,811 |
State footprint
Plans reporting Arete Wealth Advisors LLC are sponsored in CA (1), IA (1), SD (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Vantage Point Solutions, Inc. | Vps Employee Stock Ownership Plan | 2023 | $47,497 | not reported in the loaded dataset |
| Ag Express Electronics, Inc. | Ag Express Electronics, Inc. Safe Harbor 401(K) Profit Sharing Plan | 2023 | $23,233 | not reported in the loaded dataset |
| Southern California Permanente Medical Group | Scpmg Keogh Plan | 2023 | $6,811 | not reported in the loaded dataset |
Related Form 5500 pages
- Vps Employee Stock Ownership Plan (plan 002)
- Vantage Point Solutions, Inc. — all reported plans
- Ag Express Electronics, Inc. Safe Harbor 401(K) Profit Sharing Plan (plan 002)
- Ag Express Electronics, Inc. — all reported plans
- Scpmg Keogh Plan (plan 008)
- Southern California Permanente Medical Group — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources