Asset Strategy 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, Asset Strategy 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 $28,679 and reported indirect compensation totals $8,160.
Reported compensation summary
- Reported direct compensation
- $28,679
- Reported indirect compensation
- $8,160
- Total reported compensation
- $36,839
- 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 |
|---|---|---|---|
| Groom Construction Co., Inc. | MA | 1 | $20,428 |
| Southwest Airlines Company | TX | 1 | $8,251 |
| Allego Inc | MA | 1 | $8,160 |
State footprint
Plans reporting Asset Strategy Advisors LLC are sponsored in MA (2), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Groom Construction Co., Inc. | The Groom Construction Co., Inc. 401(K) Plan | 2023 | $20,428 | not reported in the loaded dataset |
| Southwest Airlines Company | Southwest Airlines Pilots Retirement Savings Plan | 2023 | $8,251 | not reported in the loaded dataset |
| Allego Inc | Allego Inc 401(K) Profit Sharing Plan And Trust | 2023 | $0 | $8,160 |
Related Form 5500 pages
- The Groom Construction Co., Inc. 401(K) Plan (plan 001)
- Groom Construction Co., Inc. — all reported plans
- Southwest Airlines Pilots Retirement Savings Plan (plan 003)
- Southwest Airlines Company — all reported plans
- Allego Inc 401(K) Profit Sharing Plan And Trust (plan 001)
- Allego Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources