Clarfeld Financial 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, Clarfeld Financial Advisors is reported as a service provider on 4 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $73,611 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $73,611
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $73,611
- Filings
- 4
- Plan sponsors
- 2
- 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 |
|---|---|---|---|
| J.W. Pepper & Son, Inc. | PA | 1 | $42,183 |
| The Mental Health Association Of Westchester County Inc. | NY | 2 | $31,428 |
State footprint
Plans reporting Clarfeld Financial Advisors are sponsored in NY (2), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| J.W. Pepper & Son, Inc. | J.W. Pepper & Son, Inc. 401(K) Savings And Investment Plan | 2023 | $26,130 | not reported in the loaded dataset |
| The Mental Health Association Of Westchester County Inc. | The Mental Health Association Of Westchester County, Inc. Profit Sharing Plan | 2023 | $17,426 | not reported in the loaded dataset |
| J.W. Pepper & Son, Inc. | J.W. Pepper & Son, Inc. 401(K) Savings And Investment Plan | 2023 | $16,053 | not reported in the loaded dataset |
| The Mental Health Association Of Westchester County Inc. | The Mental Health Association Of Westchester County, Inc. 403(B) Plan | 2023 | $14,002 | not reported in the loaded dataset |
Related Form 5500 pages
- J.W. Pepper & Son, Inc. 401(K) Savings And Investment Plan (plan 001)
- J.W. Pepper & Son, Inc. — all reported plans
- The Mental Health Association Of Westchester County, Inc. Profit Sharing Plan (plan 004)
- The Mental Health Association Of Westchester County Inc. — all reported plans
- J.W. Pepper & Son, Inc. 401(K) Savings And Investment Plan (plan 001)
- The Mental Health Association Of Westchester County, Inc. 403(B) Plan (plan 006)
- Form 5500 Schedule C explained
- Methodology
- Data sources