Curi Wealth Management LLC — 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, Curi Wealth Management LLC is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $178,871 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $178,871
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $178,871
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| Adstra, Inc | NJ | 1 | $56,141 |
| Princeton Radiology Associates, P.A | NJ | 1 | $53,642 |
| Boice-Willis Clinic, P.A. | NC | 1 | $40,960 |
| Wake Internal Medicine Consultants, Inc. | NC | 1 | $28,128 |
State footprint
Plans reporting Curi Wealth Management LLC are sponsored in NC (2), NJ (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Adstra, Inc | Adstra, Inc.Employee Savings Plan | 2023 | $56,141 | not reported in the loaded dataset |
| Princeton Radiology Associates, P.A | Princeton Radiology Associates, Pa 401(K) Profit Sharing Plan | 2023 | $53,642 | not reported in the loaded dataset |
| Boice-Willis Clinic, P.A. | Boice-Willis Clinic, P.A. 401(K) And Profit Sharing Plan | 2023 | $40,960 | not reported in the loaded dataset |
| Wake Internal Medicine Consultants, Inc. | Wake Internal Medicine Consultants Inc. 401k | 2023 | $28,128 | not reported in the loaded dataset |
Related Form 5500 pages
- Adstra, Inc.Employee Savings Plan (plan 003)
- Adstra, Inc — all reported plans
- Princeton Radiology Associates, Pa 401(K) Profit Sharing Plan (plan 002)
- Princeton Radiology Associates, P.A — all reported plans
- Boice-Willis Clinic, P.A. 401(K) And Profit Sharing Plan (plan 003)
- Boice-Willis Clinic, P.A. — all reported plans
- Wake Internal Medicine Consultants Inc. 401k (plan 002)
- Wake Internal Medicine Consultants, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources