Osaic 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, Osaic 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 $67,282 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $67,282
- Reported indirect compensation
- $0
- Total reported compensation
- $67,282
- 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 |
|---|---|---|---|
| U.S. Holdings, Inc. | FL | 1 | $32,403 |
| Bluegrass Natural Resources, LLC | TN | 1 | $23,424 |
| Greeneville Oil & Petroleum, Inc. | TN | 1 | $11,455 |
State footprint
Plans reporting Osaic Advisory Services LLC are sponsored in TN (2), FL (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| U.S. Holdings, Inc. | U.S. Holdings, Inc. Et Al 401(K) Plan | 2023 | $32,403 | $0 |
| Bluegrass Natural Resources, LLC | Bluegrass Natural Resources, LLC 401(K) Plan | 2023 | $23,424 | not reported in the loaded dataset |
| Greeneville Oil & Petroleum, Inc. | Greeneville Oil & Petroleum, Inc. 401(K) Profit Sharing Plan | 2023 | $11,455 | not reported in the loaded dataset |
Related Form 5500 pages
- U.S. Holdings, Inc. Et Al 401(K) Plan (plan 001)
- U.S. Holdings, Inc. — all reported plans
- Bluegrass Natural Resources, LLC 401(K) Plan (plan 001)
- Bluegrass Natural Resources, LLC — all reported plans
- Greeneville Oil & Petroleum, Inc. 401(K) Profit Sharing Plan (plan 002)
- Greeneville Oil & Petroleum, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources