Pasadena Private Wealth 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, Pasadena Private Wealth LLC is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $187,673 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$187,673
Reported indirect compensation
$0
Total reported compensation
$187,673
Filings
4
Plan sponsors
4
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 Pasadena Private Wealth LLC
SponsorStatePlansReported compensation
Bosley, Inc.CA1$90,664
Andy Gump, Inc.CA1$52,775
The Gehr Group, Inc.CA1$37,738
Pasadena Chamber Of Commerce And Civic AssociationCA1$6,496

State footprint

Plans reporting Pasadena Private Wealth LLC are sponsored in CA (4).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Bosley, Inc.Aderans Usa Savings & Retirement Plan2023$90,664not reported in the loaded dataset
Andy Gump, Inc.Andy Gump, Inc. 401(K) Savings & Investment Plan2023$52,775not reported in the loaded dataset
The Gehr Group, Inc.The Gehr Group Inc. 401(K) Profit Sharing Plan2023$37,738not reported in the loaded dataset
Pasadena Chamber Of Commerce And Civic AssociationPasadena Chamber Of Commerece Member Retirement Plan2023$6,496$0

Related Form 5500 pages