Consultiva Wealth Management Corp — 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, Consultiva Wealth Management Corp is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $45,720 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $45,720
- Reported indirect compensation
- $0
- Total reported compensation
- $45,720
- Filings
- 5
- Plan sponsors
- 5
- 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 |
|---|---|---|---|
| Cooperativa De Ahorro Y Credito De Barranquitas | PR | 1 | $20,623 |
| Far Properties Inc | PR | 1 | $10,709 |
| Puerto Rico Science Technology And Reseach Trust | PR | 1 | $8,963 |
| Puerto Rico Manufacturers Assciation | PR | 1 | $3,580 |
| Colegio Sagrado Corazon De University Gardens Inc . | PR | 1 | $1,845 |
State footprint
Plans reporting Consultiva Wealth Management Corp are sponsored in PR (5).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Cooperativa De Ahorro Y Credito De Barranquitas | Cooperativa De Ahorro Y Credito De Barranquitas Salary Deferral Retirement Plan | 2023 | $20,623 | $0 |
| Far Properties Inc | Far Properties And Associated Companies 401(K) Plan | 2023 | $10,709 | $0 |
| Puerto Rico Science Technology And Reseach Trust | Puerto Rico Science Technology And Research Trust Retirement Plan | 2023 | $8,963 | not reported in the loaded dataset |
| Puerto Rico Manufacturers Assciation | Puerto Rico Manufacturers Association Retirement Plan | 2023 | $3,580 | not reported in the loaded dataset |
| Colegio Sagrado Corazon De University Gardens Inc . | Colegio Sagrado Corazon De Jesus Retirement Plan | 2023 | $1,845 | not reported in the loaded dataset |
Related Form 5500 pages
- Cooperativa De Ahorro Y Credito De Barranquitas Salary Deferral Retirement Plan (plan 001)
- Cooperativa De Ahorro Y Credito De Barranquitas — all reported plans
- Far Properties And Associated Companies 401(K) Plan (plan 001)
- Far Properties Inc — all reported plans
- Puerto Rico Science Technology And Research Trust Retirement Plan (plan 001)
- Puerto Rico Science Technology And Reseach Trust — all reported plans
- Puerto Rico Manufacturers Association Retirement Plan (plan 002)
- Puerto Rico Manufacturers Assciation — all reported plans
- Colegio Sagrado Corazon De Jesus Retirement Plan (plan 001)
- Colegio Sagrado Corazon De University Gardens Inc . — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources