Financial Synergies Wealth Adv — 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, Financial Synergies Wealth Adv 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 $23,761 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation dashboard
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.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Financial Synergies Wealth Adv. Bars show relative scale.
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- 2
State footprint
States where plans reporting Financial Synergies Wealth Adv are sponsored, by plan count.
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
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- 2Mcglinchey Stafford, Pllc, LA · Direct $11.2K · 2023