Exencial Wealth Advisors 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, Exencial Wealth Advisors LLC is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $76,206 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $76,206
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $76,206
- Filings
- 2
- Plan sponsors
- 2
- Plans
- 2
- 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 |
|---|---|---|---|
| Olney Bancshares Of Texas, Inc. | TX | 1 | $45,000 |
| Coates Field Service, Inc. | OK | 1 | $31,206 |
State footprint
Plans reporting Exencial Wealth Advisors LLC are sponsored in OK (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Olney Bancshares Of Texas, Inc. | Olney Bancshares Of Texas, Inc. Employees 401(K) Retirement Plan And Trust | 2023 | $45,000 | not reported in the loaded dataset |
| Coates Field Service, Inc. | Coates Field Service, Inc. Employees Savings And Profit Sharing Plan | 2023 | $31,206 | not reported in the loaded dataset |
Related Form 5500 pages
- Olney Bancshares Of Texas, Inc. Employees 401(K) Retirement Plan And Trust (plan 001)
- Olney Bancshares Of Texas, Inc. — all reported plans
- Coates Field Service, Inc. Employees Savings And Profit Sharing Plan (plan 001)
- Coates Field Service, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources