First Interstate 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, First Interstate Wealth Management is reported as a service provider on 21 loaded Form 5500 filing(s) across 21 plan sponsor(s) and 21 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $856,724 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $856,724
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $856,724
- Filings
- 21
- Plan sponsors
- 21
- Plans
- 21
- 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 |
|---|---|---|---|
| Cushing Terrell | MT | 1 | $122,706 |
| Harnish Group, Inc. | WA | 1 | $118,408 |
| Crowley Fleck Pllp | MT | 1 | $108,809 |
| Wyoming Machinery Company | WY | 1 | $97,757 |
| Laborers Agc Trust Of Montana Health & W | WA | 1 | $59,717 |
| Laborers Agc Pension Trust Of Montana Board Of Trustees | WA | 1 | $45,644 |
| Heartland Agriculture, LLC | MN | 1 | $35,389 |
| Menholt Automotive Group | MT | 1 | $29,535 |
| Easter Seals Goodwill Northern Rocky Mountain, Inc. | MT | 1 | $28,453 |
| Big Horn Hospital Association | MT | 1 | $24,500 |
State footprint
Plans reporting First Interstate Wealth Management are sponsored in MT (9), WA (4), SD (3), NE (2), CO (1), MN (1), WY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Cushing Terrell | Cushing Terrell 401(K) Retirement Plan | 2023 | $122,706 | not reported in the loaded dataset |
| Harnish Group, Inc. | Harnish Group Inc. Retirement Plan | 2023 | $118,408 | not reported in the loaded dataset |
| Crowley Fleck Pllp | Crowley Fleck Pllp Profit Sharing Plan And Trust | 2023 | $108,809 | not reported in the loaded dataset |
| Wyoming Machinery Company | Wyoming Machinery Company Profit Sharing 401(K) Plan | 2023 | $97,757 | not reported in the loaded dataset |
| Laborers Agc Trust Of Montana Health & W | Laborers A.G.C. Trust Of Montana | 2023 | $59,717 | not reported in the loaded dataset |
| Laborers Agc Pension Trust Of Montana Board Of Trustees | Laborers Agc Pension Trust Of Montana | 2023 | $45,644 | not reported in the loaded dataset |
| Heartland Agriculture, LLC | Heartland Agriculture, LLC 401(K) Plan | 2023 | $35,389 | not reported in the loaded dataset |
| Menholt Automotive Group | Menholt Automotive Group 401(K) Plan | 2023 | $29,535 | not reported in the loaded dataset |
| Easter Seals Goodwill Northern Rocky Mountain, Inc. | Esgw 401(K) Retirement Plan | 2023 | $28,453 | not reported in the loaded dataset |
| Big Horn Hospital Association | Big Horn Hospital Association 401(K) Plan | 2023 | $24,500 | not reported in the loaded dataset |
| Energy Laboratories, Inc. | Energy Laboratories, Inc. 401(K) Profit Sharing Plan | 2023 | $24,489 | not reported in the loaded dataset |
| Presbyterian Retirement Village Of Rapid City, Inc. Dba Westhills Vill | Westhills Village 401(K) Retirement Savings Plan | 2023 | $23,993 | not reported in the loaded dataset |
| Archie Cochrane Motors, Inc. | Archie Cochrane Motors, Inc. 401(K) Profit Sharing Plan | 2023 | $22,672 | not reported in the loaded dataset |
| Heimes Corp. | Heimes Corp. 401(K) Plan | 2023 | $20,368 | not reported in the loaded dataset |
| The Parlour Inc. | The Parlour Inc 401(K) Profit Sharing Plan And Trust | 2023 | $19,016 | not reported in the loaded dataset |
| Alternatives, Inc. | Alternatives, Inc. 401(K) Plan | 2023 | $18,443 | not reported in the loaded dataset |
| Liberty Motors, Inc. | Liberty Motors, Inc. 401(K) Plan | 2023 | $18,432 | not reported in the loaded dataset |
| The Koehler Organization | The Koehler Organization 401(K) Plan | 2023 | $16,945 | not reported in the loaded dataset |
| T.M.C., Inc. | T.M.C., Inc. 401(K) Retirement Plan | 2023 | $13,082 | not reported in the loaded dataset |
| Board Of Trustees Of Montana Employee Vacation Savings Plan | Montana Employee Vacation Savings Plan | 2023 | $7,170 | not reported in the loaded dataset |
| S&K Technologies, Inc. | S&K Technologies, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $1,196 | not reported in the loaded dataset |
Related Form 5500 pages
- Cushing Terrell 401(K) Retirement Plan (plan 001)
- Cushing Terrell — all reported plans
- Harnish Group Inc. Retirement Plan (plan 001)
- Harnish Group, Inc. — all reported plans
- Crowley Fleck Pllp Profit Sharing Plan And Trust (plan 001)
- Crowley Fleck Pllp — all reported plans
- Wyoming Machinery Company Profit Sharing 401(K) Plan (plan 002)
- Wyoming Machinery Company — all reported plans
- Laborers A.G.C. Trust Of Montana (plan 501)
- Laborers Agc Trust Of Montana Health & W — all reported plans
- Laborers Agc Pension Trust Of Montana (plan 001)
- Laborers Agc Pension Trust Of Montana Board Of Trustees — all reported plans
- Heartland Agriculture, LLC 401(K) Plan (plan 001)
- Heartland Agriculture, LLC — all reported plans
- Menholt Automotive Group 401(K) Plan (plan 001)
- Menholt Automotive Group — all reported plans
- Esgw 401(K) Retirement Plan (plan 001)
- Easter Seals Goodwill Northern Rocky Mountain, Inc. — all reported plans
- Big Horn Hospital Association 401(K) Plan (plan 002)
- Big Horn Hospital Association — all reported plans
- Energy Laboratories, Inc. 401(K) Profit Sharing Plan (plan 001)
- Energy Laboratories, Inc. — all reported plans
- Westhills Village 401(K) Retirement Savings Plan (plan 001)
- Presbyterian Retirement Village Of Rapid City, Inc. Dba Westhills Vill — all reported plans
- Archie Cochrane Motors, Inc. 401(K) Profit Sharing Plan (plan 001)
- Archie Cochrane Motors, Inc. — all reported plans
- Heimes Corp. 401(K) Plan (plan 001)
- Heimes Corp. — all reported plans
- The Parlour Inc 401(K) Profit Sharing Plan And Trust (plan 001)
- The Parlour Inc. — all reported plans
- Alternatives, Inc. 401(K) Plan (plan 001)
- Alternatives, Inc. — all reported plans
- Liberty Motors, Inc. 401(K) Plan (plan 001)
- Liberty Motors, Inc. — all reported plans
- The Koehler Organization 401(K) Plan (plan 333)
- The Koehler Organization — all reported plans
- T.M.C., Inc. 401(K) Retirement Plan (plan 004)
- T.M.C., Inc. — all reported plans
- Montana Employee Vacation Savings Plan (plan 501)
- Board Of Trustees Of Montana Employee Vacation Savings Plan — all reported plans
- S&K Technologies, Inc. 401(K) Profit Sharing Plan And Trust (plan 002)
- S&K Technologies, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources