Expand Financial, 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, Expand Financial, LLC is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $71,501 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $71,501
- Reported indirect compensation
- $0
- Total reported compensation
- $71,501
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Oriental Bank | PR | 1 | $57,827 |
| Techstars Central, LLC | CO | 1 | $9,680 |
| Fev North America, Inc | MI | 1 | $3,994 |
State footprint
Plans reporting Expand Financial, LLC are sponsored in CO (1), MI (1), PR (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Oriental Bank | The Oriental Bank Coda Profit Sharing Plan | 2023 | $57,827 | $0 |
| Techstars Central, LLC | Techstars 401(K) Plan | 2023 | $9,680 | not reported in the loaded dataset |
| Fev North America, Inc | Fev North America, Inc. 401(K) Plan | 2023 | $3,994 | not reported in the loaded dataset |
Related Form 5500 pages
- The Oriental Bank Coda Profit Sharing Plan (plan 002)
- Oriental Bank — all reported plans
- Techstars 401(K) Plan (plan 001)
- Techstars Central, LLC — all reported plans
- Fev North America, Inc. 401(K) Plan (plan 002)
- Fev North America, Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources