Capital Advisors Wealth Mgmt — 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, Capital Advisors Wealth Mgmt is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $78,115 and reported indirect compensation totals $0.
Reported compensation dashboard
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.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Capital Advisors Wealth Mgmt. Bars show relative scale.
- 1
- 2
State footprint
States where plans reporting Capital Advisors Wealth Mgmt are sponsored, by plan count.
- 1WA2 plan(s)
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Orchard And Vineyard Supply, LLC | Ovs 401k Retirement Plan | 2023 | $40,563 | $0 |
| G S Long Co Inc | G S Long Co Inc 401k Profit Sharing Plan | 2023 | $37,552 | $0 |