Lion Street Financial 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, Lion Street Financial LLC is reported as a service provider on 14 loaded Form 5500 filing(s) across 14 plan sponsor(s) and 14 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $109,154 and reported indirect compensation totals $325,184.

Reported compensation summary

Reported direct compensation
$109,154
Reported indirect compensation
$325,184
Total reported compensation
$434,338
Filings
14
Plan sponsors
14
Plans
14
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 Lion Street Financial LLC
SponsorStatePlansReported compensation
Staff Leasing Inc And AffiliatesNY1$152,626
Cambridge Isotope Laboratories, Inc.MA1$50,000
Rather Outdoors CorporationSC1$37,140
Yeled Vyalda E.C.C., Inc.NY1$33,502
Alco Parking CorporationPA1$32,999
Unitek Acquisition, Inc.PA1$31,092
Feist Consulting LLCNY1$23,945
Fm Home LoansNY1$22,195
Saroyan Lumber CompanyCA1$18,022
O'Day Management, Inc.ND1$14,783

State footprint

Plans reporting Lion Street Financial LLC are sponsored in NY (4), PA (2), MA (1), ND (1), NE (1), OR (1), SC (1), CA (1), TX (1), KS (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Staff Leasing Inc And AffiliatesStaff Leasing Retirement Savings Plan2023$0$152,626
Cambridge Isotope Laboratories, Inc.Cambridge Isotope Laboratories, Inc. 401(K) Plan & Trust2023$50,000$0
Rather Outdoors CorporationRather Outdoors Corporation 401(K) Plan2023$0$37,140
Yeled Vyalda E.C.C., Inc.Yeled Vyalda E.C.C., Inc. Employees 401k Plan2023not reported in the loaded dataset$33,502
Alco Parking CorporationAlco Parking Corp. Profit Sharing 401(K) Plan2023$32,999not reported in the loaded dataset
Unitek Acquisition, Inc.Unitek Employees Retirement Savings Plan2023$0$31,092
Feist Consulting LLCThe Employees' 401(K) Plan Of Southeast Region2023$0$23,945
Fm Home LoansFm Home Loans 401(K) Plan2023$22,195$0
Saroyan Lumber CompanySaroyan 401(K) Plan2023$0$18,022
O'Day Management, Inc.O'Day Management, Inc. 401(K) Profit Sharing Plan2023$0$14,783
Haven Steel Products, Inc.Haven Steel Products Retirement Plan2023$0$8,352
Tsd Logistics, Inc.Tsd Logistics, Inc. 401(K) Profit Sharing Plan2023$0$5,722
Willamette Family, Inc.Willamette Family, Inc. 403b Retirement Plan2023$3,960$0
Kirkham-Michael, Inc. And AffiliatesKirkham-Michael, Inc. And Affiliates Employees 401(K) Plan2023$0$0

Related Form 5500 pages