Lwm Advisory Services, 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, Lwm Advisory Services, LLC 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 $36,807 and reported indirect compensation totals $5,783.
Reported compensation dashboard
Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.
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.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Lwm Advisory Services, LLC. Bars show relative scale.
- 1
- 2
- 3
State footprint
Where Lwm Advisory Services, LLC appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.
City footprint
Cities where plans reporting Lwm Advisory Services, LLC are sponsored, by plan count.
- 1Coral Gables, FL1 plan(s)
- 2Hoffman Estates, IL1 plan(s)
- 3Mountain Lakes, NJ1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1Early Learning Coalition Of Miami-Dade/Monroe, FL · Direct $20.2K · 2023
- 2Flash Global Logistics, Inc., NJ · Direct $16.6K · 2023
- 3W-T Engineering, LLC, IL · Direct $0 · Indirect $5.8K · 2023
Frequently asked questions
- What does Form 5500 Schedule C report about Lwm Advisory Services, LLC?
- Public Form 5500 Schedule C filings report compensation paid to Lwm Advisory Services, LLC as a plan service provider. Across loaded filings, total reported compensation is $42,590.
- How many plans report Lwm Advisory Services, LLC as a service provider?
- Lwm Advisory Services, LLC appears on 3 loaded plan(s) across 3 sponsor(s).
Related Form 5500 pages
- Early Learning Coalition Of Miami Dade-Monroe Retirement Plan & Trust (plan 001)
- Early Learning Coalition Of Miami-Dade/Monroe — all reported plans
- Flash Global Logistics, Inc. 401(K) Plan (plan 001)
- Flash Global Logistics, Inc. — all reported plans
- W-T Engineering, Inc. 401(K) Profit Sharing Plan (plan 001)
- W-T Engineering, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources