What does Form 5500 Schedule C report about Pointoak Retirement Advisors, LLC?

Public Form 5500 Schedule C filings report compensation paid to Pointoak Retirement Advisors, LLC as a plan service provider. Across loaded filings, total reported compensation is $66,810.

How many plans report Pointoak Retirement Advisors, LLC as a service provider?

Pointoak Retirement Advisors, LLC appears on 3 loaded plan(s) across 3 sponsor(s).

Pointoak Retirement 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, Pointoak Retirement Advisors, 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 $66,810 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$66.8KDirect + indirect, across loaded filings$66,810

Plans served3

Plan sponsors3

Filings3

Direct vs. indirect compensation

Direct compensation$66.8K

Indirect compensation$0

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation45%Decision Technologies, Inc.

Top state share of plans67%DC

Plan sponsors served3

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Pointoak Retirement Advisors, LLC. Bars show relative scale.

1
Decision Technologies, Inc.$30.1K
VA · 1 plan(s)
2
Rb Properties, Inc.$24.1K
DC · 1 plan(s)
3
Federal Management Systems Inc.$12.6K
DC · 1 plan(s)

Geographic reach

State footprint

Where Pointoak Retirement Advisors, 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.

1
DC2 plan(s)
2
VA1 plan(s)

Geographic reach

City footprint

Cities where plans reporting Pointoak Retirement Advisors, LLC are sponsored, by plan count.

1
Washington, DC2 plan(s)
2
Arlington, VA1 plan(s)

By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

1
Decision Technologies, 401(K)$30.1K
Decision Technologies, Inc., VA · Direct $30.1K · Indirect $0 · 2023
2
Rb Properties, Inc. 401(K) Savings Plan & Trust$24.1K
Rb Properties, Inc., DC · Direct $24.1K · Indirect $0 · 2023
3
Federal Management Systems Inc. 401(K) Plan$12.6K
Federal Management Systems Inc., DC · Direct $12.6K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Pointoak Retirement Advisors, LLC?: Public Form 5500 Schedule C filings report compensation paid to Pointoak Retirement Advisors, LLC as a plan service provider. Across loaded filings, total reported compensation is $66,810.
How many plans report Pointoak Retirement Advisors, LLC as a service provider?: Pointoak Retirement Advisors, LLC appears on 3 loaded plan(s) across 3 sponsor(s).