Litman Gregory Wealth Mgmt — 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, Litman Gregory Wealth Mgmt 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 $41,363 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $41,363
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $41,363
- 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 |
|---|---|---|---|
| Littler Mendelson, P.C. | CA | 1 | $22,576 |
| Allen Matkins Leck Gamble Mallory & Natsis Llp | CA | 1 | $11,918 |
| Hawai'I Pacific Health | HI | 1 | $6,869 |
State footprint
Plans reporting Litman Gregory Wealth Mgmt are sponsored in CA (2), HI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Littler Mendelson, P.C. | Littler Mendelson 401(K) Plan And Trust | 2023 | $22,576 | not reported in the loaded dataset |
| Allen Matkins Leck Gamble Mallory & Natsis Llp | Allen Matkins Profit Sharing And 401(K) Plan | 2023 | $11,918 | not reported in the loaded dataset |
| Hawai'I Pacific Health | Hawai'I Pacific Health 403(B) Savings Plan | 2023 | $6,869 | not reported in the loaded dataset |
Related Form 5500 pages
- Littler Mendelson 401(K) Plan And Trust (plan 003)
- Littler Mendelson, P.C. — all reported plans
- Allen Matkins Profit Sharing And 401(K) Plan (plan 003)
- Allen Matkins Leck Gamble Mallory & Natsis Llp — all reported plans
- Hawai'I Pacific Health 403(B) Savings Plan (plan 009)
- Hawai'I Pacific Health — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources