Portico Wealth 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, Portico Wealth Advisors LLC is reported as a service provider on 9 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $336,224 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $336,224
- Reported indirect compensation
- $0
- Total reported compensation
- $336,224
- Filings
- 9
- Plan sponsors
- 9
- Plans
- 9
- 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 |
|---|---|---|---|
| Prosper Marketplace, Inc. | CA | 1 | $65,166 |
| Brayton Purcell, Llp | CA | 1 | $54,743 |
| Business For Social Responsibili | CA | 1 | $52,460 |
| The Kelleher Corporation | CA | 1 | $39,410 |
| Gary D. Nelson Associates, Inc. | CA | 1 | $36,198 |
| Velocity Global Usa LLC | CO | 1 | $35,879 |
| Stella & Dot, LLC | CA | 1 | $22,283 |
| Green Planet 21, Inc. | CA | 1 | $15,831 |
| Everlane, Inc. | CA | 1 | $14,254 |
State footprint
Plans reporting Portico Wealth Advisors LLC are sponsored in CA (8), CO (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Prosper Marketplace, Inc. | Prosper Marketplace, Inc. 401(K) Plan | 2023 | $65,166 | $0 |
| Brayton Purcell, Llp | Brayton Purcell, Llp 401k Retirement Plan | 2023 | $54,743 | $0 |
| Business For Social Responsibili | Bsr 401(K) Plan | 2023 | $52,460 | $0 |
| The Kelleher Corporation | The Kelleher Corporation Retirement Savings Plan | 2023 | $39,410 | not reported in the loaded dataset |
| Gary D. Nelson Associates, Inc. | Gary D. Nelson Associates, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $36,198 | not reported in the loaded dataset |
| Velocity Global Usa LLC | Velocity Global Usa LLC 401(K) Profit Sharing Plan | 2023 | $35,879 | not reported in the loaded dataset |
| Stella & Dot, LLC | Stella & Dot, LLC 401(K) Profit Sharing Plan And Trust | 2023 | $22,283 | $0 |
| Green Planet 21, Inc. | Green Planet 21, Inc. 401(K) Plan | 2023 | $15,831 | $0 |
| Everlane, Inc. | Everlane, Inc. Retirement Trust | 2023 | $14,254 | not reported in the loaded dataset |
Related Form 5500 pages
- Prosper Marketplace, Inc. 401(K) Plan (plan 001)
- Prosper Marketplace, Inc. — all reported plans
- Brayton Purcell, Llp 401k Retirement Plan (plan 001)
- Brayton Purcell, Llp — all reported plans
- Bsr 401(K) Plan (plan 001)
- Business For Social Responsibili — all reported plans
- The Kelleher Corporation Retirement Savings Plan (plan 002)
- The Kelleher Corporation — all reported plans
- Gary D. Nelson Associates, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Gary D. Nelson Associates, Inc. — all reported plans
- Velocity Global Usa LLC 401(K) Profit Sharing Plan (plan 002)
- Velocity Global Usa LLC — all reported plans
- Stella & Dot, LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Stella & Dot, LLC — all reported plans
- Green Planet 21, Inc. 401(K) Plan (plan 001)
- Green Planet 21, Inc. — all reported plans
- Everlane, Inc. Retirement Trust (plan 001)
- Everlane, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources