Keebeck 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, Keebeck Wealth Management 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 $670,773 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $670,773
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $670,773
- 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 |
|---|---|---|---|
| Trustees Of Allied Workers Union Local No 3 Pension Plan Sales Divisio | IL | 1 | $573,372 |
| Trustees Of Liquor & Allied Workers Union Local No. 3 Pension Fund | IL | 1 | $79,315 |
| Trustees Of Liquor & Allied Worker Union Local 3 Health And Welfare Sa | IL | 1 | $18,086 |
State footprint
Plans reporting Keebeck Wealth Management are sponsored in IL (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Trustees Of Allied Workers Union Local No 3 Pension Plan Sales Divisio | Liquor And Allied Workers Local No. 3 Pension Fund Salesmen Division | 2023 | $573,372 | not reported in the loaded dataset |
| Trustees Of Liquor & Allied Workers Union Local No. 3 Pension Fund | Liquor And Allied Workers Union Local No. 3 Pension Fund | 2023 | $79,315 | not reported in the loaded dataset |
| Trustees Of Liquor & Allied Worker Union Local 3 Health And Welfare Sa | Liquor And Allied Workers Union Local No. 3 Health And Welfare Fund - Sales Division | 2023 | $18,086 | not reported in the loaded dataset |
Related Form 5500 pages
- Liquor And Allied Workers Local No. 3 Pension Fund Salesmen Division (plan 001)
- Trustees Of Allied Workers Union Local No 3 Pension Plan Sales Divisio — all reported plans
- Liquor And Allied Workers Union Local No. 3 Pension Fund (plan 001)
- Trustees Of Liquor & Allied Workers Union Local No. 3 Pension Fund — all reported plans
- Liquor And Allied Workers Union Local No. 3 Health And Welfare Fund - Sales Division (plan 501)
- Trustees Of Liquor & Allied Worker Union Local 3 Health And Welfare Sa — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources