What does Form 5500 Schedule C report about Greenline Wealth Management?

Public Form 5500 Schedule C filings report compensation paid to Greenline Wealth Management as a plan service provider. Across loaded filings, total reported compensation is $24,353.

How many plans report Greenline Wealth Management as a service provider?

Greenline Wealth Management appears on 2 loaded plan(s) across 2 sponsor(s).

Greenline 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, Greenline Wealth Management 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 $11,372 and reported indirect compensation totals $12,981.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$24.4KDirect + indirect, across loaded filings$24,353

Plans served2

Plan sponsors2

Filings2

Direct vs. indirect compensation

Direct compensation$11.4K

Indirect compensation$13K

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 compensation53%Guardian Recovery Network Holdings, LLC

Top state share of plans100%FL

Plan sponsors served2

By reported compensation

Top plan sponsors by reported compensation

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

1
Guardian Recovery Network Holdings, LLC$13K
FL · 1 plan(s)
2
Weld, Inc.$11.4K
FL · 1 plan(s)

Geographic reach

State footprint

Where Greenline 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
FL2 plan(s)

Geographic reach

City footprint

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

1
Anna Maria, FL1 plan(s)
2
Delray Beach, FL1 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
Guardian Recovery Network 401(K) & Profit Sharing Plan$13K
Guardian Recovery Network Holdings, LLC, FL · Direct $0 · Indirect $13K · 2023
2
The Chiles Group Profit Sharing And Retirement Plan$11.4K
Weld, Inc., FL · Direct $11.4K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Greenline Wealth Management?: Public Form 5500 Schedule C filings report compensation paid to Greenline Wealth Management as a plan service provider. Across loaded filings, total reported compensation is $24,353.
How many plans report Greenline Wealth Management as a service provider?: Greenline Wealth Management appears on 2 loaded plan(s) across 2 sponsor(s).