Newedge Advisors 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, Newedge Advisors LLC is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $78,016 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $78,016
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $78,016
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- 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 |
|---|---|---|---|
| Jim Burke Ford | CA | 1 | $21,375 |
| Adams And Reese Llp | LA | 1 | $20,736 |
| Coastal Hospitality Associates, LLC | VA | 1 | $20,574 |
| Phelps Dunbar, Llp | LA | 1 | $13,395 |
| Lee & Cates Glass, Inc. | FL | 1 | $1,936 |
State footprint
Plans reporting Newedge Advisors LLC are sponsored in LA (2), CA (1), FL (1), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Jim Burke Ford | Jim Burke Ford 401(K) Plan | 2023 | $21,375 | not reported in the loaded dataset |
| Adams And Reese Llp | Adams And Reese Llp 401(K) Profit Sharing Plan And Trust | 2023 | $20,736 | not reported in the loaded dataset |
| Coastal Hospitality Associates, LLC | Coastal Hospitality Associates, LLC 401(K) Plan | 2023 | $20,574 | not reported in the loaded dataset |
| Phelps Dunbar, Llp | Phelps Dunbar, Llp Savings And Retirement Plan | 2023 | $13,395 | not reported in the loaded dataset |
| Lee & Cates Glass, Inc. | Lee & Cates Glass, Inc. 401(K) Plan | 2023 | $1,936 | not reported in the loaded dataset |
Related Form 5500 pages
- Jim Burke Ford 401(K) Plan (plan 003)
- Jim Burke Ford — all reported plans
- Adams And Reese Llp 401(K) Profit Sharing Plan And Trust (plan 001)
- Adams And Reese Llp — all reported plans
- Coastal Hospitality Associates, LLC 401(K) Plan (plan 001)
- Coastal Hospitality Associates, LLC — all reported plans
- Phelps Dunbar, Llp Savings And Retirement Plan (plan 001)
- Phelps Dunbar, Llp — all reported plans
- Lee & Cates Glass, Inc. 401(K) Plan (plan 001)
- Lee & Cates Glass, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources