Cetera Investment Advisors — 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, Cetera Investment Advisors is reported as a service provider on 9 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $235,998 and reported indirect compensation totals $34,930.
Reported compensation summary
- Reported direct compensation
- $235,998
- Reported indirect compensation
- $34,930
- Total reported compensation
- $270,928
- Filings
- 9
- Plan sponsors
- 9
- Plans
- 9
- 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 |
|---|---|---|---|
| Edgar A. Weber & Company | IL | 1 | $149,965 |
| It Concepts | VA | 1 | $41,608 |
| Mike Anderson Chevrolet Of Merrillville | IN | 1 | $26,008 |
| Na Alii Consulting And Sales, LLC | VA | 1 | $15,125 |
| Sellers, Dorsey & Associates, LLC | PA | 1 | $10,448 |
| Transwood, Inc. | NE | 1 | $9,940 |
| Bethesda Associates | CO | 1 | $8,922 |
| Weldfit Corporation | TX | 1 | $5,337 |
| Ifab Corp | NC | 1 | $3,575 |
State footprint
Plans reporting Cetera Investment Advisors are sponsored in VA (2), IL (1), IN (1), NC (1), CO (1), PA (1), TX (1), NE (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Edgar A. Weber & Company | Edgar A. Weber & Company Employees Profit Sharing Plan & Trust | 2023 | $149,965 | $0 |
| It Concepts | It Concepts 401(K) Plan | 2023 | $41,608 | not reported in the loaded dataset |
| Mike Anderson Chevrolet Of Merrillville | Mike Anderson Chevrolet Of Merrillville 401(K) Plan | 2023 | $0 | $26,008 |
| Na Alii Consulting And Sales, LLC | Nakupuna Foundation Family Of Companies Retirement Plan | 2023 | $15,125 | not reported in the loaded dataset |
| Sellers, Dorsey & Associates, LLC | Sellers, Dorsey & Associates, LLC 401(K) Plan | 2023 | $10,448 | not reported in the loaded dataset |
| Transwood, Inc. | Transwood Employees' Retirement Plan | 2023 | $9,940 | not reported in the loaded dataset |
| Bethesda Associates | Bethesda 403b Retirement Plan | 2023 | $0 | $8,922 |
| Weldfit Corporation | Weldfit 401(K) Plan | 2023 | $5,337 | not reported in the loaded dataset |
| Ifab Corp | Ifab Corp 401(K) Plan | 2023 | $3,575 | not reported in the loaded dataset |
Related Form 5500 pages
- Edgar A. Weber & Company Employees Profit Sharing Plan & Trust (plan 001)
- Edgar A. Weber & Company — all reported plans
- It Concepts 401(K) Plan (plan 001)
- It Concepts — all reported plans
- Mike Anderson Chevrolet Of Merrillville 401(K) Plan (plan 001)
- Mike Anderson Chevrolet Of Merrillville — all reported plans
- Nakupuna Foundation Family Of Companies Retirement Plan (plan 003)
- Na Alii Consulting And Sales, LLC — all reported plans
- Sellers, Dorsey & Associates, LLC 401(K) Plan (plan 001)
- Sellers, Dorsey & Associates, LLC — all reported plans
- Transwood Employees' Retirement Plan (plan 003)
- Transwood, Inc. — all reported plans
- Bethesda 403b Retirement Plan (plan 001)
- Bethesda Associates — all reported plans
- Weldfit 401(K) Plan (plan 002)
- Weldfit Corporation — all reported plans
- Ifab Corp 401(K) Plan (plan 002)
- Ifab Corp — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources