Burnham Gibson 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, Burnham Gibson Wealth Advisors LLC is reported as a service provider on 37 loaded Form 5500 filing(s) across 34 plan sponsor(s) and 37 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,532,117 and reported indirect compensation totals $102,863.
Reported compensation summary
- Reported direct compensation
- $1,532,117
- Reported indirect compensation
- $102,863
- Total reported compensation
- $1,634,980
- Filings
- 37
- Plan sponsors
- 34
- Plans
- 37
- 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 |
|---|---|---|---|
| Orange Coast Title Company | CA | 1 | $91,465 |
| 5.11, Inc. | CA | 1 | $90,895 |
| Lmc Enterprises | CA | 2 | $76,482 |
| The Raymond Group | CA | 1 | $75,033 |
| Element Materials Technology Holding Usa Inc. | CA | 1 | $74,979 |
| Toyota Of Orange, Inc. | CA | 1 | $74,477 |
| The Corporation Of Fine Arts Museums | CA | 2 | $68,356 |
| Cue Health Inc. | NJ | 1 | $68,147 |
| Zwift, Inc. | CA | 1 | $66,336 |
| Fairmont Schools, Inc. | CA | 1 | $65,580 |
State footprint
Plans reporting Burnham Gibson Wealth Advisors LLC are sponsored in CA (34), CO (1), NJ (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Orange Coast Title Company | Orange Coast Title Family Of Companies Employee Savings Plan | 2023 | $91,465 | not reported in the loaded dataset |
| 5.11, Inc. | 5.11, Inc. 401(K) Profit Sharing Plan | 2023 | $90,895 | not reported in the loaded dataset |
| The Raymond Group | The Raymond Group 401(K) Retirement Savings Plan | 2023 | $75,033 | not reported in the loaded dataset |
| Element Materials Technology Holding Usa Inc. | Element Savings And Investment Plan | 2023 | $74,979 | not reported in the loaded dataset |
| Toyota Of Orange, Inc. | Toyota Of Orange 401(K) Plan And Trust | 2023 | $74,477 | not reported in the loaded dataset |
| Cue Health Inc. | Cue 401(K) Plan | 2023 | $68,147 | not reported in the loaded dataset |
| Zwift, Inc. | Zwift, Inc. 401(K) Plan | 2023 | $66,336 | not reported in the loaded dataset |
| Fairmont Schools, Inc. | Fairmont Schools, Inc. 401(K) Profit Sharing Plan | 2023 | $65,580 | not reported in the loaded dataset |
| Teacher Created Materials, Inc | Teacher Created Materials, Inc. 401(K) Profit Sharing Plan | 2023 | $59,672 | not reported in the loaded dataset |
| Puma Biotechnology, Inc. | Puma Biotechnology, Inc. 401(K) Plan | 2023 | $57,429 | not reported in the loaded dataset |
| Auditboard, Inc. | Auditboard, Inc. 401(K) Plan | 2023 | $57,014 | not reported in the loaded dataset |
| Red.Com, Inc. Dba Red Digital Cinema | Red.Com 401(K) Plan | 2023 | $50,648 | not reported in the loaded dataset |
| Happy Money, Inc. | Happy Money 401(K) Plan | 2023 | $50,111 | not reported in the loaded dataset |
| Veritone, Inc. | Veritone, Inc. 401(K) Plan | 2023 | $46,379 | not reported in the loaded dataset |
| Arch Health Partners | Arch Health Partners 401(K) Plan | 2023 | $45,901 | not reported in the loaded dataset |
| Lmc Enterprises | Lmc Enterprises Money Purchase Pension Plan | 2023 | $44,458 | not reported in the loaded dataset |
| Sun West Mortgage Company, Inc. | Sun West Mortgage Co., 401(K) Plan | 2023 | $42,647 | not reported in the loaded dataset |
| Patriot Communications LLC | Patriot Communications - Us International Media Retirement Plan | 2023 | $42,636 | not reported in the loaded dataset |
| Cosway Company, Inc. | 401(K) Plan Of Cosway Company, Inc. | 2023 | $0 | $42,071 |
| International Bay Clubs, LLC | International Bay Clubs, LLC Savings And Retirement Plan | 2023 | $41,725 | not reported in the loaded dataset |
| Public Media Group Of Southern California | Public Media Group Of Southern California 403(B) Retirement Plan | 2023 | $39,630 | not reported in the loaded dataset |
| Amwest Funding Corp. | Amwest Funding Corp. 401(K) Plan And Trust | 2023 | $0 | $39,421 |
| Corporation Of The Fine Arts Museums | The Retirement Income Plan Of The Corporation Of Fine Arts Museums | 2023 | $38,000 | $0 |
| Code For America Labs, Inc. | Code For America 401(K) Plan | 2023 | $37,011 | not reported in the loaded dataset |
| Golden Rain Foundation | Golden Rain Foundation 401(K) Plan | 2023 | $34,081 | not reported in the loaded dataset |
| Lmc Enterprises | Lmc Enterprises 401(K) Plan | 2023 | $32,024 | not reported in the loaded dataset |
| The Corporation Of Fine Arts Museums | The Corporation Of Fine Arts Museums 401(K) Plan | 2023 | $30,356 | not reported in the loaded dataset |
| Semler Brossy Consulting Group, LLC | Semler Brossy Consulting Group, LLC 401(K) Profit Sharing Plan | 2023 | $26,205 | $0 |
| Lindora Wellness Incorporated | Lindora Wellness, Inc. 401(K) Plan | 2023 | $24,286 | not reported in the loaded dataset |
| Seabreeze Management Company, Inc. | Seabreeze Retirement Savings Plan | 2023 | $23,978 | not reported in the loaded dataset |
| Smartstop Storage Advisors, LLC | Smartstop Storage Advisors 401(K) Plan | 2023 | $23,948 | not reported in the loaded dataset |
| Tubescience Usa, Inc. | Tubescience Usa, Inc. 401k Plan | 2023 | $0 | $21,371 |
| Amen Clinics, Inc. | Amen Clinics, Inc. 401(K) Plan | 2023 | $20,422 | $0 |
| Ssd Management Ii LLC | Ksl Resorts - West 401(K) Plan | 2023 | $18,395 | not reported in the loaded dataset |
| Glen Ivy Hot Springs | Glen Ivy Hot Springs Retirement Savings Plan | 2023 | $15,664 | not reported in the loaded dataset |
| Cmbk Resort Operations, LLC | Camelback Resort 401(K) Plan | 2023 | $14,056 | not reported in the loaded dataset |
| International Bay Clubs, LLC | Balboa Bay Club Bargaining Unit Plan | 2023 | $8,529 | not reported in the loaded dataset |
Related Form 5500 pages
- Orange Coast Title Family Of Companies Employee Savings Plan (plan 001)
- Orange Coast Title Company — all reported plans
- 5.11, Inc. 401(K) Profit Sharing Plan (plan 001)
- 5.11, Inc. — all reported plans
- The Raymond Group 401(K) Retirement Savings Plan (plan 002)
- The Raymond Group — all reported plans
- Element Savings And Investment Plan (plan 001)
- Element Materials Technology Holding Usa Inc. — all reported plans
- Toyota Of Orange 401(K) Plan And Trust (plan 002)
- Toyota Of Orange, Inc. — all reported plans
- Cue 401(K) Plan (plan 001)
- Cue Health Inc. — all reported plans
- Zwift, Inc. 401(K) Plan (plan 011)
- Zwift, Inc. — all reported plans
- Fairmont Schools, Inc. 401(K) Profit Sharing Plan (plan 002)
- Fairmont Schools, Inc. — all reported plans
- Teacher Created Materials, Inc. 401(K) Profit Sharing Plan (plan 001)
- Teacher Created Materials, Inc — all reported plans
- Puma Biotechnology, Inc. 401(K) Plan (plan 001)
- Puma Biotechnology, Inc. — all reported plans
- Auditboard, Inc. 401(K) Plan (plan 001)
- Auditboard, Inc. — all reported plans
- Red.Com 401(K) Plan (plan 001)
- Red.Com, Inc. Dba Red Digital Cinema — all reported plans
- Happy Money 401(K) Plan (plan 001)
- Happy Money, Inc. — all reported plans
- Veritone, Inc. 401(K) Plan (plan 001)
- Veritone, Inc. — all reported plans
- Arch Health Partners 401(K) Plan (plan 001)
- Arch Health Partners — all reported plans
- Lmc Enterprises Money Purchase Pension Plan (plan 001)
- Lmc Enterprises — all reported plans
- Sun West Mortgage Co., 401(K) Plan (plan 001)
- Sun West Mortgage Company, Inc. — all reported plans
- Patriot Communications - Us International Media Retirement Plan (plan 001)
- Patriot Communications LLC — all reported plans
- 401(K) Plan Of Cosway Company, Inc. (plan 004)
- Cosway Company, Inc. — all reported plans
- International Bay Clubs, LLC Savings And Retirement Plan (plan 002)
- International Bay Clubs, LLC — all reported plans
- Public Media Group Of Southern California 403(B) Retirement Plan (plan 001)
- Public Media Group Of Southern California — all reported plans
- Amwest Funding Corp. 401(K) Plan And Trust (plan 001)
- Amwest Funding Corp. — all reported plans
- The Retirement Income Plan Of The Corporation Of Fine Arts Museums (plan 001)
- Corporation Of The Fine Arts Museums — all reported plans
- Code For America 401(K) Plan (plan 001)
- Code For America Labs, Inc. — all reported plans
- Golden Rain Foundation 401(K) Plan (plan 001)
- Golden Rain Foundation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources