Fiduciaryvest, 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, Fiduciaryvest, 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 $208,323 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $208,323
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $208,323
- 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 |
|---|---|---|---|
| Board Of Trustees, Freight Drivers And Helpers Local Union No. 557 | MD | 1 | $86,984 |
| Lake Region Healthcare Corporation | MN | 1 | $66,339 |
| Umwa 1974 Pension Trust Board Of Trustees | DC | 1 | $55,000 |
State footprint
Plans reporting Fiduciaryvest, LLC are sponsored in DC (1), MD (1), MN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees, Freight Drivers And Helpers Local Union No. 557 | Freight Drivers And Helpers Local Union No. 557 Pension Plan | 2023 | $86,984 | not reported in the loaded dataset |
| Lake Region Healthcare Corporation | Lake Region Healthcare Corporation Retirement Plan | 2023 | $66,339 | not reported in the loaded dataset |
| Umwa 1974 Pension Trust Board Of Trustees | United Mine Workers Of America 1974 Pension Plan | 2023 | $55,000 | not reported in the loaded dataset |
Related Form 5500 pages
- Freight Drivers And Helpers Local Union No. 557 Pension Plan (plan 001)
- Board Of Trustees, Freight Drivers And Helpers Local Union No. 557 — all reported plans
- Lake Region Healthcare Corporation Retirement Plan (plan 007)
- Lake Region Healthcare Corporation — all reported plans
- United Mine Workers Of America 1974 Pension Plan (plan 002)
- Umwa 1974 Pension Trust Board Of Trustees — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources