Guaranty Private Wealth LLC — 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, Guaranty Private Wealth LLC 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 $63,572 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$63,572
Reported indirect compensation
$0
Total reported compensation
$63,572
Filings
3
Plan sponsors
3
Plans
3
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

Plan sponsors reporting the most compensation to Guaranty Private Wealth LLC
SponsorStatePlansReported compensation
Southern Beverage Company, Inc.MS1$30,723
Precision Spine Inc.MS1$27,703
Retzer Resources, Inc.MS1$5,146

State footprint

Plans reporting Guaranty Private Wealth LLC are sponsored in MS (3).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Southern Beverage Company, Inc.Southern Beverage Company, Inc. 401(K) Plan2023$30,723not reported in the loaded dataset
Precision Spine Inc.Precision Spine 401k Plan2023$27,703not reported in the loaded dataset
Retzer Resources, Inc.Retzer Resources, Inc. 401(K) Plan2023$5,146$0

Related Form 5500 pages