Dynamic Wealth Advisors — 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, Dynamic Wealth Advisors is reported as a service provider on 18 loaded Form 5500 filing(s) across 18 plan sponsor(s) and 18 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $462,144 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $462,144
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $462,144
- Filings
- 18
- Plan sponsors
- 18
- Plans
- 18
- 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 |
|---|---|---|---|
| Southern California Edison Company | CA | 1 | $196,150 |
| Humana Inc. | KY | 1 | $96,197 |
| Intermountain Health Care, Inc. | UT | 1 | $30,000 |
| Black & Veatch Holding Company | KS | 1 | $17,601 |
| American Consolidated Natural Resources, Inc. | OH | 1 | $12,709 |
| Perkins&Will, Inc. | IL | 1 | $12,282 |
| Ghirardelli Chocolate Company | CA | 1 | $11,538 |
| Coty Inc. | NY | 1 | $11,368 |
| Jetblue Airways Corporation | NY | 1 | $10,504 |
| Gannett Fleming, Inc. | PA | 1 | $10,388 |
State footprint
Plans reporting Dynamic Wealth Advisors are sponsored in CA (6), TX (3), NY (2), KY (1), OH (1), PA (1), UT (1), WA (1), IL (1), KS (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Southern California Edison Company | Edison 401(K) Savings Plan | 2023 | $196,150 | not reported in the loaded dataset |
| Humana Inc. | Humana Retirement Savings Plan | 2023 | $96,197 | not reported in the loaded dataset |
| Intermountain Health Care, Inc. | Intermountain Healthcare Savings Plus 401(K) Plan | 2023 | $30,000 | not reported in the loaded dataset |
| Black & Veatch Holding Company | Black & Veatch Retirement Program | 2023 | $17,601 | not reported in the loaded dataset |
| American Consolidated Natural Resources, Inc. | American Consolidated Natural Resources, Inc. Savings And Security Plan | 2023 | $12,709 | not reported in the loaded dataset |
| Perkins&Will, Inc. | Perkins&Will, Inc. Retirement Savings Plan | 2023 | $12,282 | not reported in the loaded dataset |
| Ghirardelli Chocolate Company | Ghirardelli Chocolate Company 401(K) Retirement & Savings Plan | 2023 | $11,538 | not reported in the loaded dataset |
| Coty Inc. | Coty Retirement Savings Plan | 2023 | $11,368 | not reported in the loaded dataset |
| Jetblue Airways Corporation | Jetblue Airways Retirement Plan | 2023 | $10,504 | not reported in the loaded dataset |
| Gannett Fleming, Inc. | Gannett Fleming, Inc. Tax Deferred 401(K) Savings Plan | 2023 | $10,388 | not reported in the loaded dataset |
| Biomarin Pharmaceutical Inc. | Biomarin Pharmaceutical Inc. Retirement Savings Plan | 2023 | $9,709 | not reported in the loaded dataset |
| Wood Group U.S. Holdings, Inc. | Wood 401(K) Plan | 2023 | $9,643 | not reported in the loaded dataset |
| Continental Mills, Inc | Continental Mills, Inc. 401 (K) Retirement Savings Plan | 2023 | $8,194 | not reported in the loaded dataset |
| Avors Medical Group | Avors Medical Group 401(K) Profit Sharing Plan | 2023 | $7,728 | not reported in the loaded dataset |
| Apple Inc. | Apple 401(K) Plan | 2023 | $7,614 | not reported in the loaded dataset |
| Nustar Services Company LLC | Nustar Thrift Plan | 2023 | $5,458 | not reported in the loaded dataset |
| Towing Network LLC | Ttn Fleet Solutions 401(K) Plan | 2023 | $2,733 | not reported in the loaded dataset |
| Intuit Inc. | Intuit Inc. 401(K) Plan | 2023 | $2,328 | not reported in the loaded dataset |
Related Form 5500 pages
- Edison 401(K) Savings Plan (plan 002)
- Southern California Edison Company — all reported plans
- Humana Retirement Savings Plan (plan 002)
- Humana Inc. — all reported plans
- Intermountain Healthcare Savings Plus 401(K) Plan (plan 002)
- Intermountain Health Care, Inc. — all reported plans
- Black & Veatch Retirement Program (plan 002)
- Black & Veatch Holding Company — all reported plans
- American Consolidated Natural Resources, Inc. Savings And Security Plan (plan 001)
- American Consolidated Natural Resources, Inc. — all reported plans
- Perkins&Will, Inc. Retirement Savings Plan (plan 001)
- Perkins&Will, Inc. — all reported plans
- Ghirardelli Chocolate Company 401(K) Retirement & Savings Plan (plan 001)
- Ghirardelli Chocolate Company — all reported plans
- Coty Retirement Savings Plan (plan 002)
- Coty Inc. — all reported plans
- Jetblue Airways Retirement Plan (plan 001)
- Jetblue Airways Corporation — all reported plans
- Gannett Fleming, Inc. Tax Deferred 401(K) Savings Plan (plan 002)
- Gannett Fleming, Inc. — all reported plans
- Biomarin Pharmaceutical Inc. Retirement Savings Plan (plan 001)
- Biomarin Pharmaceutical Inc. — all reported plans
- Wood 401(K) Plan (plan 001)
- Wood Group U.S. Holdings, Inc. — all reported plans
- Continental Mills, Inc. 401 (K) Retirement Savings Plan (plan 002)
- Continental Mills, Inc — all reported plans
- Avors Medical Group 401(K) Profit Sharing Plan (plan 001)
- Avors Medical Group — all reported plans
- Apple 401(K) Plan (plan 001)
- Apple Inc. — all reported plans
- Nustar Thrift Plan (plan 002)
- Nustar Services Company LLC — all reported plans
- Ttn Fleet Solutions 401(K) Plan (plan 001)
- Towing Network LLC — all reported plans
- Intuit Inc. 401(K) Plan (plan 001)
- Intuit Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources