Portfolio 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, Portfolio Advisors is reported as a service provider on 3 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $656,451 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $656,451
- Reported indirect compensation
- $0
- Total reported compensation
- $656,451
- Filings
- 3
- Plan sponsors
- 2
- Plans
- 2
- 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 |
|---|---|---|---|
| Les Schwab Warehouse Center, LLC | OR | 1 | $398,051 |
| International Business Machines Corporation | NY | 1 | $258,400 |
State footprint
Plans reporting Portfolio Advisors are sponsored in NY (1), OR (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| International Business Machines Corporation | Ibm Personal Pension Plan | 2023 | $258,400 | $0 |
| Les Schwab Warehouse Center, LLC | Les Schwab Profit Sharing Retirement Plan | 2023 | $250,453 | not reported in the loaded dataset |
| Les Schwab Warehouse Center, LLC | Les Schwab Profit Sharing Retirement Plan | 2023 | $147,598 | not reported in the loaded dataset |
Related Form 5500 pages
- Ibm Personal Pension Plan (plan 001)
- International Business Machines Corporation — all reported plans
- Les Schwab Profit Sharing Retirement Plan (plan 333)
- Les Schwab Warehouse Center, LLC — all reported plans
- Les Schwab Profit Sharing Retirement Plan (plan 333)
- Form 5500 Schedule C explained
- Methodology
- Data sources