Denali Wealth Management — 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, Denali Wealth Management is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $149,172 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $149,172
- Reported indirect compensation
- $0
- Total reported compensation
- $149,172
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- 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 |
|---|---|---|---|
| Software One, Inc. | WI | 1 | $59,732 |
| Hupy And Abraham, S.C. | WI | 1 | $27,290 |
| Castle-Pierce Corporation | WI | 1 | $26,126 |
| Capitol-Husting Company Inc. | WI | 1 | $17,311 |
| The Infosoft Group LLC | WI | 1 | $12,713 |
| Lesaffre International Corporation | WI | 1 | $6,000 |
State footprint
Plans reporting Denali Wealth Management are sponsored in WI (6).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Software One, Inc. | Software One, Inc. 401(K) Profit Sharing Plan | 2023 | $59,732 | $0 |
| Hupy And Abraham, S.C. | Hupy And Abraham, S.C. 401(K) Profit Sharing Plan | 2023 | $27,290 | $0 |
| Castle-Pierce Corporation | Castle-Pierce Corporation Profit Sharing 401(K) Plan | 2023 | $26,126 | $0 |
| Capitol-Husting Company Inc. | Capitol-Husting Company Inc. Savings And Retirement Plan And Trust | 2023 | $17,311 | not reported in the loaded dataset |
| The Infosoft Group LLC | The Infosoft Group Retirement Plan | 2023 | $12,713 | not reported in the loaded dataset |
| Lesaffre International Corporation | Lesaffre International Corporation Retirement Savi | 2023 | $6,000 | not reported in the loaded dataset |
Related Form 5500 pages
- Software One, Inc. 401(K) Profit Sharing Plan (plan 001)
- Software One, Inc. — all reported plans
- Hupy And Abraham, S.C. 401(K) Profit Sharing Plan (plan 001)
- Hupy And Abraham, S.C. — all reported plans
- Castle-Pierce Corporation Profit Sharing 401(K) Plan (plan 001)
- Castle-Pierce Corporation — all reported plans
- Capitol-Husting Company Inc. Savings And Retirement Plan And Trust (plan 002)
- Capitol-Husting Company Inc. — all reported plans
- The Infosoft Group Retirement Plan (plan 001)
- The Infosoft Group LLC — all reported plans
- Lesaffre International Corporation Retirement Savi (plan 333)
- Lesaffre International Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources