Guidance Investment Advisors — 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, Guidance Investment Advisors 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 $128,992 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $128,992
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $128,992
- 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
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Keystone Agency Partners LLC | PA | 1 | $68,521 |
| Gulf Stream Coach, Inc. | IN | 1 | $40,245 |
| Daman Products Company, Inc. | IN | 1 | $20,226 |
State footprint
Plans reporting Guidance Investment Advisors are sponsored in IN (2), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Keystone Agency Partners LLC | Keystone Agency Partners 401(K) Plan | 2023 | $68,521 | not reported in the loaded dataset |
| Gulf Stream Coach, Inc. | Gulf Stream Coach, Inc. Retirement Savings Plan | 2023 | $40,245 | not reported in the loaded dataset |
| Daman Products Company, Inc. | Daman Products Company, Inc. 401(K) And Profit Sharing Plan | 2023 | $20,226 | not reported in the loaded dataset |
Related Form 5500 pages
- Keystone Agency Partners 401(K) Plan (plan 001)
- Keystone Agency Partners LLC — all reported plans
- Gulf Stream Coach, Inc. Retirement Savings Plan (plan 001)
- Gulf Stream Coach, Inc. — all reported plans
- Daman Products Company, Inc. 401(K) And Profit Sharing Plan (plan 001)
- Daman Products Company, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources