Destination 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, Destination 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 $231,279 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $231,279
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $231,279
- 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 |
|---|---|---|---|
| Carl Zeiss Vision, Inc. | KY | 1 | $144,079 |
| Pacific Service Credit Union | CA | 1 | $22,794 |
| Southern California Permanente Medical Group | CA | 1 | $22,159 |
| Latham & Watkins Llp | CA | 1 | $18,447 |
| Wilson Sonsini Goodrich & Rosati, Pc | CA | 1 | $17,394 |
| Bay Medical Management, LLC | CA | 1 | $6,406 |
State footprint
Plans reporting Destination Wealth Management are sponsored in CA (5), KY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Carl Zeiss Vision, Inc. | Sola Optical Pension Plan | 2023 | $144,079 | not reported in the loaded dataset |
| Pacific Service Credit Union | Pacific Service Credit Union 401(K) Plan | 2023 | $22,794 | not reported in the loaded dataset |
| Southern California Permanente Medical Group | The 401(K) Plan For Permanente Medical Groups | 2023 | $22,159 | not reported in the loaded dataset |
| Latham & Watkins Llp | Latham & Watkins 401(K) Savings And Profit Sharing Plan | 2023 | $18,447 | not reported in the loaded dataset |
| Wilson Sonsini Goodrich & Rosati, Pc | Wsgr 401(K) And Profit Sharing Plan | 2023 | $17,394 | not reported in the loaded dataset |
| Bay Medical Management, LLC | Bay Medical Management, LLC 401(K) Profit Sharing Plan | 2023 | $6,406 | not reported in the loaded dataset |
Related Form 5500 pages
- Sola Optical Pension Plan (plan 001)
- Carl Zeiss Vision, Inc. — all reported plans
- Pacific Service Credit Union 401(K) Plan (plan 001)
- Pacific Service Credit Union — all reported plans
- The 401(K) Plan For Permanente Medical Groups (plan 009)
- Southern California Permanente Medical Group — all reported plans
- Latham & Watkins 401(K) Savings And Profit Sharing Plan (plan 001)
- Latham & Watkins Llp — all reported plans
- Wsgr 401(K) And Profit Sharing Plan (plan 002)
- Wilson Sonsini Goodrich & Rosati, Pc — all reported plans
- Bay Medical Management, LLC 401(K) Profit Sharing Plan (plan 005)
- Bay Medical Management, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources