Centric Wealth Management, 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, Centric Wealth Management, LLC is reported as a service provider on 5 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $23,606 and reported indirect compensation totals $6,252.
Reported compensation summary
- Reported direct compensation
- $23,606
- Reported indirect compensation
- $6,252
- Total reported compensation
- $29,858
- Filings
- 5
- Plan sponsors
- 4
- Plans
- 5
- 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 |
|---|---|---|---|
| Humboldt Park Health | IL | 2 | $14,174 |
| Instituto Del Progreso Latino | IL | 1 | $7,098 |
| Ywca Metropolitan Chicago | IL | 1 | $5,023 |
| Sertoma Centre Inc. | IL | 1 | $3,563 |
State footprint
Plans reporting Centric Wealth Management, LLC are sponsored in IL (5).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Humboldt Park Health | Humboldt Park Health 403(B) Plan | 2023 | $7,922 | $2 |
| Instituto Del Progreso Latino | Instituto Del Progreso Latino 403(B) Plan | 2023 | $7,098 | not reported in the loaded dataset |
| Humboldt Park Health | Humboldt Park Health Retirement Plan | 2023 | $0 | $6,250 |
| Ywca Metropolitan Chicago | Ywca Metropolitan Chicago 401(K) Plan | 2023 | $5,023 | not reported in the loaded dataset |
| Sertoma Centre Inc. | Sertoma Centre Inc. Defined Contribution Plan | 2023 | $3,563 | not reported in the loaded dataset |
Related Form 5500 pages
- Humboldt Park Health 403(B) Plan (plan 003)
- Humboldt Park Health — all reported plans
- Instituto Del Progreso Latino 403(B) Plan (plan 001)
- Instituto Del Progreso Latino — all reported plans
- Humboldt Park Health Retirement Plan (plan 001)
- Ywca Metropolitan Chicago 401(K) Plan (plan 001)
- Ywca Metropolitan Chicago — all reported plans
- Sertoma Centre Inc. Defined Contribution Plan (plan 001)
- Sertoma Centre Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources