Freestone Capital Management L — 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, Freestone Capital Management L 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 $32,640 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation dashboard
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.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Freestone Capital Management L. Bars show relative scale.
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- 2
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State footprint
Where Freestone Capital Management L 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.
City footprint
Cities where plans reporting Freestone Capital Management L are sponsored, by plan count.
- 1Chicago, IL1 plan(s)
- 2Westlake, TX1 plan(s)
- 3Renton, WA1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1The Charles Schwab Corporation, TX · Direct $16.3K · 2023
- 2Washington Permanente Medical Group, P.C., WA · Direct $10K · 2023
- 3
Frequently asked questions
- What does Form 5500 Schedule C report about Freestone Capital Management L?
- Public Form 5500 Schedule C filings report compensation paid to Freestone Capital Management L as a plan service provider. Across loaded filings, total reported compensation is $32,640.
- How many plans report Freestone Capital Management L as a service provider?
- Freestone Capital Management L appears on 3 loaded plan(s) across 3 sponsor(s).
Related Form 5500 pages
- Schwabplan Retirement Savings And Investment Plan (plan 002)
- The Charles Schwab Corporation — all reported plans
- Wpmg 401(K) Retirement Savings Plan (plan 001)
- Washington Permanente Medical Group, P.C. — all reported plans
- United Airlines Pilot Retirement Account Plan (plan 202)
- United Airlines, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources