Focused 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, Focused Wealth Management. is reported as a service provider on 8 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $212,447 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$212.4KDirect + indirect, across loaded filings$212,447
Plans served8
Plan sponsors8
Filings8
Direct vs. indirect compensation
Direct compensation$212.4K
Indirect compensation$0

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation36%National Kidney Foundation, Inc.
Top state share of plans100%NY
Plan sponsors served8
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Focused Wealth Management.. Bars show relative scale.

  1. 1
  2. 2
  3. 3
    NY · 1 plan(s)
  4. 4
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  8. 8
Geographic reach

State footprint

Where Focused Wealth Management. appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    NY8 plan(s)
Geographic reach

City footprint

Cities where plans reporting Focused Wealth Management. are sponsored, by plan count.

  1. 1
  2. 2
    Hempstead, NY1 plan(s)
  3. 3
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  6. 6
    New City, NY1 plan(s)
  7. 7
    New York, NY1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    National Kidney Foundation, Inc., NY · Direct $77.1K · 2023
  2. 2
    Richmond Childrens Center, Inc. Dba Richmond Community Services, NY · Direct $65.4K · Indirect $0 · 2023
  3. 3
    Jawonio, Inc., NY · Direct $34.3K · 2023
  4. 4
    Wraparound Services Of The Hudson Valley, NY · Direct $19.1K · 2023
  5. 5
    Access Physical Therapy & Wellne, NY · Direct $6.7K · Indirect $0 · 2023
  6. 6
    Regional Economic Community Action Program, Inc, NY · Direct $6.6K · 2023
  7. 7
    Adapt Of The Hudson Valley, Inc., NY · Direct $2.7K · Indirect $0 · 2023
  8. 8
    Mental Health Association Of Nassau County, Inc, NY · Direct $629 · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Focused Wealth Management.?
Public Form 5500 Schedule C filings report compensation paid to Focused Wealth Management. as a plan service provider. Across loaded filings, total reported compensation is $212,447.
How many plans report Focused Wealth Management. as a service provider?
Focused Wealth Management. appears on 8 loaded plan(s) across 8 sponsor(s).

Related Form 5500 pages