Newedge Advisors — 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, Newedge Advisors is reported as a service provider on 4 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $54,780 and reported indirect compensation totals $35,899.

Reported compensation summary

Reported direct compensation
$54,780
Reported indirect compensation
$35,899
Total reported compensation
$90,679
Filings
4
Plan sponsors
3
Plans
4
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 Newedge Advisors
SponsorStatePlansReported compensation
Harvey Gulf International Marine, LLCLA1$54,780
A.J. Rose Manufacturing Co.OH2$22,990
Terrebonne ArcLA1$12,909

State footprint

Plans reporting Newedge Advisors are sponsored in LA (2), OH (2).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Harvey Gulf International Marine, LLCHarvey Gulf International Marine 401(K) Plan2023$54,780not reported in the loaded dataset
A. J. Rose Manufacturing Co.A.J. Rose Retirement And 401(K) Plan For Non-Union Employees2023$0$13,334
Terrebonne ArcTarc 403b Retirement Plan2023$0$12,909
A.J. Rose Manufacturing Co.A.J. Rose Mfg. Co. 401(K) Plan For Union Employees2023$0$9,656

Related Form 5500 pages