Concord Wealth Partners — 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, Concord Wealth Partners 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 $67,041 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $67,041
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $67,041
- Filings
- 2
- Plan sponsors
- 2
- Plans
- 2
- 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 |
|---|---|---|---|
| Koopman Lumber Company, Inc. | MA | 1 | $53,574 |
| Alpha Natural Resources Non-Union Retiree Veba Board | VA | 1 | $13,467 |
State footprint
Plans reporting Concord Wealth Partners are sponsored in MA (1), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Koopman Lumber Company, Inc. | Koopman Lumber, Inc. 401(K) Profit Sharing Plan | 2023 | $53,574 | not reported in the loaded dataset |
| Alpha Natural Resources Non-Union Retiree Veba Board | Alpha Natural Resources Non-Union Retiree Veba Plan | 2023 | $13,467 | not reported in the loaded dataset |