Integrated Wealth Concepts 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, Integrated Wealth Concepts LLC 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 $237,949 and reported indirect compensation totals $36,056.
Reported compensation summary
- Reported direct compensation
- $237,949
- Reported indirect compensation
- $36,056
- Total reported compensation
- $274,005
- Filings
- 8
- Plan sponsors
- 8
- Plans
- 8
- 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 |
|---|---|---|---|
| Teamworks Innovations, Inc. | NC | 1 | $69,458 |
| Automated Financial Systems, Inc. | PA | 1 | $61,416 |
| Tactical Engineering & Analysis, Inc. | CA | 1 | $51,085 |
| Menemsha Development Group | CA | 1 | $32,393 |
| L.C. Doane Company | CT | 1 | $20,601 |
| Physician And Tactical Healthcare Services, | NJ | 1 | $15,415 |
| Prs Holdings, Inc. | CA | 1 | $14,375 |
| Wildflower Bread Company, LLC | AZ | 1 | $9,262 |
State footprint
Plans reporting Integrated Wealth Concepts LLC are sponsored in CA (3), AZ (1), CT (1), NC (1), NJ (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Teamworks Innovations, Inc. | Teamworks Innovations, Inc. 401(K) Plan | 2023 | $69,434 | $24 |
| Automated Financial Systems, Inc. | Automated Financial Systems, Inc. 401(K) Salary Reduction Plan | 2023 | $61,416 | not reported in the loaded dataset |
| Tactical Engineering & Analysis, Inc. | Tactical Engineering & Analysis, Inc. 401(K) Plan | 2023 | $51,085 | not reported in the loaded dataset |
| Menemsha Development Group | Menemsha Development Group 401(K) Profit Sharing Plan | 2023 | $32,393 | not reported in the loaded dataset |
| L.C. Doane Company | The L.C. Doane Company 401(K) Savings And Retirement Plan | 2023 | $0 | $20,601 |
| Physician And Tactical Healthcare Services, | P.A.T.H.S. 401(K) Plan | 2023 | $0 | $15,415 |
| Prs Holdings, Inc. | Pavement Recycling Systems, Inc. 401(K) Profit Sharing Plan | 2023 | $14,375 | not reported in the loaded dataset |
| Wildflower Bread Company, LLC | Wildflower Bread Company 401(K) Savings Plan | 2023 | $9,246 | $16 |
Related Form 5500 pages
- Teamworks Innovations, Inc. 401(K) Plan (plan 001)
- Teamworks Innovations, Inc. — all reported plans
- Automated Financial Systems, Inc. 401(K) Salary Reduction Plan (plan 001)
- Automated Financial Systems, Inc. — all reported plans
- Tactical Engineering & Analysis, Inc. 401(K) Plan (plan 002)
- Tactical Engineering & Analysis, Inc. — all reported plans
- Menemsha Development Group 401(K) Profit Sharing Plan (plan 001)
- Menemsha Development Group — all reported plans
- The L.C. Doane Company 401(K) Savings And Retirement Plan (plan 001)
- L.C. Doane Company — all reported plans
- P.A.T.H.S. 401(K) Plan (plan 001)
- Physician And Tactical Healthcare Services, — all reported plans
- Pavement Recycling Systems, Inc. 401(K) Profit Sharing Plan (plan 002)
- Prs Holdings, Inc. — all reported plans
- Wildflower Bread Company 401(K) Savings Plan (plan 001)
- Wildflower Bread Company, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources