Clifton Larson Allen Wealth Advisor — 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, Clifton Larson Allen Wealth Advisor is reported as a service provider on 25 loaded Form 5500 filing(s) across 25 plan sponsor(s) and 25 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $508,000 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $508,000
- Reported indirect compensation
- $0
- Total reported compensation
- $508,000
- Filings
- 25
- Plan sponsors
- 25
- Plans
- 25
- 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 |
|---|---|---|---|
| Transom Highlights Holdings Corporation | WA | 1 | $52,623 |
| Midwest Bankcentre | MO | 1 | $45,785 |
| Nekoosa Coated Products, LLC | WI | 1 | $44,270 |
| Obayashi Corporation | CA | 1 | $41,475 |
| Process Equipment & Service Company, Inc. | NM | 1 | $36,772 |
| Waterman Broadcasting Corporation | FL | 1 | $33,075 |
| Carew Concrete & Supply Co., Inc | WI | 1 | $29,217 |
| Service Filtration Corporation | IL | 1 | $22,835 |
| Tanimura & Antle Inc. | CA | 1 | $21,105 |
| Chalfant Corporation | ID | 1 | $18,240 |
State footprint
Plans reporting Clifton Larson Allen Wealth Advisor are sponsored in MN (4), CA (3), IL (3), MA (2), FL (2), WI (2), NC (1), NJ (1), NM (1), NY (1), WA (1), IA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Transom Highlights Holdings Corporation | Gene Juarez Salons & Spas 401(K) Plan | 2023 | $52,623 | not reported in the loaded dataset |
| Midwest Bankcentre | Midwest Bankcentre Employees 401(K) Plan | 2023 | $45,785 | not reported in the loaded dataset |
| Nekoosa Coated Products, LLC | Nekoosa Retirement Savings Plan | 2023 | $44,270 | not reported in the loaded dataset |
| Obayashi Corporation | Obayashi Corporation Retirement Savings Plan | 2023 | $41,475 | not reported in the loaded dataset |
| Process Equipment & Service Company, Inc. | Process Equipment & Service Company, Inc. 401(K) Plan | 2023 | $36,772 | not reported in the loaded dataset |
| Waterman Broadcasting Corporation | Waterman Broadcasting Corporation 401(K) Plan | 2023 | $33,075 | $0 |
| Carew Concrete & Supply Co., Inc | Carew Concrete Supply Company, Inc. Retirement Savings Plan | 2023 | $29,217 | not reported in the loaded dataset |
| Service Filtration Corporation | Service Filtration Corporation 401(K) Plan | 2023 | $22,835 | not reported in the loaded dataset |
| Tanimura & Antle Inc. | Tanimura & Antle, Inc. Profit Sharing 401(K) Plan | 2023 | $21,105 | not reported in the loaded dataset |
| Chalfant Corporation | Chalfant Corp. 401(K) Plan | 2023 | $18,240 | not reported in the loaded dataset |
| Lapham-Hickey Steel Corp. | The Salary Thrift Savings Plan For Employees Of Lapham-Hickey Steel Corp | 2023 | $17,400 | not reported in the loaded dataset |
| Gonsalves & Santucci, Inc. | Gonsalves & Santucci, Inc. 401(K) Plan | 2023 | $17,325 | not reported in the loaded dataset |
| Modern Automotive Network, LLC | Modern Automotive Network 401(K) And Profit Sharing Plan | 2023 | $15,832 | not reported in the loaded dataset |
| Peabody Motor Sports, Inc. | Peabody Motor Sports, Inc. 401(K) Profit Sharing Plan | 2023 | $15,225 | not reported in the loaded dataset |
| Ah Junction, Inc. | Ah Junction, Inc. 401(K) Plan | 2023 | $14,959 | not reported in the loaded dataset |
| Qualus Corp | Qualus 401(K) Plan | 2023 | $13,529 | not reported in the loaded dataset |
| Glencoe Regional Health Services | Glencoe Regional Health Services 401(K) Retirement Plan | 2023 | $11,466 | not reported in the loaded dataset |
| Hunt Electric Corporation | Hunt Electric Corporation And Ecsi 401(K) Profit Sharing Plan | 2023 | $10,710 | not reported in the loaded dataset |
| Schuler Shoes, Inc. | Schuler Shoes, Inc. 401(K) Savings Plan | 2023 | $10,185 | not reported in the loaded dataset |
| Hooters Of America - Corporate | Hooters Of America, LLC 401(K) Plan | 2023 | $7,144 | not reported in the loaded dataset |
| Armenian Nursing & Rehabilitation Center, Inc. | Armenian Nursing And Rehabilitation Center, Inc 403(B) Plan | 2023 | $6,972 | not reported in the loaded dataset |
| Carle Health | Human Service Center 403(B) Retirement Plan | 2023 | $6,342 | not reported in the loaded dataset |
| Ammon Analytical Laboratories | Ammon Analytical Laboratories 401(K) Profit Sharing Plan And Trust | 2023 | $5,600 | not reported in the loaded dataset |
| Seedorff Holdings, Inc. | Seedorff 401(K) Savings Plan | 2023 | $5,250 | not reported in the loaded dataset |
| Sociedad Textil Lonia Corp | Sociedad Textil Lonia Corp 401 (K) Profit Sharing Plan And Trust | 2023 | $4,664 | not reported in the loaded dataset |
Related Form 5500 pages
- Gene Juarez Salons & Spas 401(K) Plan (plan 001)
- Transom Highlights Holdings Corporation — all reported plans
- Midwest Bankcentre Employees 401(K) Plan (plan 002)
- Midwest Bankcentre — all reported plans
- Nekoosa Retirement Savings Plan (plan 001)
- Nekoosa Coated Products, LLC — all reported plans
- Obayashi Corporation Retirement Savings Plan (plan 001)
- Obayashi Corporation — all reported plans
- Process Equipment & Service Company, Inc. 401(K) Plan (plan 001)
- Process Equipment & Service Company, Inc. — all reported plans
- Waterman Broadcasting Corporation 401(K) Plan (plan 002)
- Waterman Broadcasting Corporation — all reported plans
- Carew Concrete Supply Company, Inc. Retirement Savings Plan (plan 001)
- Carew Concrete & Supply Co., Inc — all reported plans
- Service Filtration Corporation 401(K) Plan (plan 002)
- Service Filtration Corporation — all reported plans
- Tanimura & Antle, Inc. Profit Sharing 401(K) Plan (plan 002)
- Tanimura & Antle Inc. — all reported plans
- Chalfant Corp. 401(K) Plan (plan 001)
- Chalfant Corporation — all reported plans
- The Salary Thrift Savings Plan For Employees Of Lapham-Hickey Steel Corp (plan 003)
- Lapham-Hickey Steel Corp. — all reported plans
- Gonsalves & Santucci, Inc. 401(K) Plan (plan 003)
- Gonsalves & Santucci, Inc. — all reported plans
- Modern Automotive Network 401(K) And Profit Sharing Plan (plan 002)
- Modern Automotive Network, LLC — all reported plans
- Peabody Motor Sports, Inc. 401(K) Profit Sharing Plan (plan 001)
- Peabody Motor Sports, Inc. — all reported plans
- Ah Junction, Inc. 401(K) Plan (plan 001)
- Ah Junction, Inc. — all reported plans
- Qualus 401(K) Plan (plan 002)
- Qualus Corp — all reported plans
- Glencoe Regional Health Services 401(K) Retirement Plan (plan 001)
- Glencoe Regional Health Services — all reported plans
- Hunt Electric Corporation And Ecsi 401(K) Profit Sharing Plan (plan 001)
- Hunt Electric Corporation — all reported plans
- Schuler Shoes, Inc. 401(K) Savings Plan (plan 002)
- Schuler Shoes, Inc. — all reported plans
- Hooters Of America, LLC 401(K) Plan (plan 001)
- Hooters Of America - Corporate — all reported plans
- Armenian Nursing And Rehabilitation Center, Inc 403(B) Plan (plan 001)
- Armenian Nursing & Rehabilitation Center, Inc. — all reported plans
- Human Service Center 403(B) Retirement Plan (plan 002)
- Carle Health — all reported plans
- Ammon Analytical Laboratories 401(K) Profit Sharing Plan And Trust (plan 001)
- Ammon Analytical Laboratories — all reported plans
- Seedorff 401(K) Savings Plan (plan 003)
- Seedorff Holdings, Inc. — all reported plans
- Sociedad Textil Lonia Corp 401 (K) Profit Sharing Plan And Trust (plan 001)
- Sociedad Textil Lonia Corp — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources