Fiduciary 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, Fiduciary Wealth Management is reported as a service provider on 9 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $137,559 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$137,559
Reported indirect compensation
$0
Total reported compensation
$137,559
Filings
9
Plan sponsors
9
Plans
9
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

Plan sponsors reporting the most compensation to Fiduciary Wealth Management
SponsorStatePlansReported compensation
Nuix North America Inc.VA1$33,325
Applied Computing Technologies, Inc.VA1$25,418
Cofense Inc.VA1$25,000
Cosmos ClubDC1$10,779
Teleworld Solutions, IncVA1$10,492
Counter Culture Coffee, Inc.NC1$10,284
Adwerx, Inc.NC1$8,000
The Bowen GroupVA1$7,566
Lawyers Committee For Civil Rights Under LawDC1$6,695

State footprint

Plans reporting Fiduciary Wealth Management are sponsored in VA (5), DC (2), NC (2).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Nuix North America Inc.Nuix North America Inc. 401(K) Plan2023$33,325not reported in the loaded dataset
Applied Computing Technologies, Inc.Applied Computing Technologies, Inc. 401(K) Profit Sharing Plan & Trust2023$25,418not reported in the loaded dataset
Cofense Inc.Cofense Inc. 401(K) Plan2023$25,000not reported in the loaded dataset
Cosmos ClubCosmos Club 401(K) Retirement Plan2023$10,779not reported in the loaded dataset
Teleworld Solutions, IncTeleworld Solutions, Inc 401(K) Plan2023$10,492not reported in the loaded dataset
Counter Culture Coffee, Inc.Counter Culture Coffee Inc 401(K) Profit Sharing Plan2023$10,284$0
Adwerx, Inc.Adwerx,Inc. Retirement Plan2023$8,000not reported in the loaded dataset
The Bowen GroupThe Bowen Group 401(K) Plan2023$7,566not reported in the loaded dataset
Lawyers Committee For Civil Rights Under LawLawyers Committee For Civil Rights Under Law 403(B) Plan2023$6,695not reported in the loaded dataset

Related Form 5500 pages