Private Ocean — 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, Private Ocean is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $104,813 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $104,813
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $104,813
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- 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 |
|---|---|---|---|
| The Charles Schwab Corporation | TX | 1 | $59,661 |
| Allianz Asset Management Of America LLC | CA | 1 | $12,638 |
| Perkins&Will, Inc. | IL | 1 | $10,983 |
| Cooley Llp | CA | 1 | $10,311 |
| Wilson Sonsini Goodrich & Rosati, Pc | CA | 1 | $5,667 |
| The Aurray Group, Inc. D/B/A Sutter West Bay Medical Group | CA | 1 | $5,553 |
State footprint
Plans reporting Private Ocean are sponsored in CA (4), IL (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| The Charles Schwab Corporation | Schwabplan Retirement Savings And Investment Plan | 2023 | $59,661 | not reported in the loaded dataset |
| Allianz Asset Management Of America LLC | Allianz Asset Management Of America 401(K) Savings And Retirement Plan | 2023 | $12,638 | not reported in the loaded dataset |
| Perkins&Will, Inc. | Perkins&Will, Inc. Retirement Savings Plan | 2023 | $10,983 | not reported in the loaded dataset |
| Cooley Llp | Cooley Llp Salary Deferral And Profit Sharing Plan | 2023 | $10,311 | not reported in the loaded dataset |
| Wilson Sonsini Goodrich & Rosati, Pc | Wsgr 401(K) And Profit Sharing Plan | 2023 | $5,667 | not reported in the loaded dataset |
| The Aurray Group, Inc. D/B/A Sutter West Bay Medical Group | Swbmg 401(K) Plan | 2023 | $5,553 | not reported in the loaded dataset |
Related Form 5500 pages
- Schwabplan Retirement Savings And Investment Plan (plan 002)
- The Charles Schwab Corporation — all reported plans
- Allianz Asset Management Of America 401(K) Savings And Retirement Plan (plan 001)
- Allianz Asset Management Of America LLC — all reported plans
- Perkins&Will, Inc. Retirement Savings Plan (plan 001)
- Perkins&Will, Inc. — all reported plans
- Cooley Llp Salary Deferral And Profit Sharing Plan (plan 001)
- Cooley Llp — all reported plans
- Wsgr 401(K) And Profit Sharing Plan (plan 002)
- Wilson Sonsini Goodrich & Rosati, Pc — all reported plans
- Swbmg 401(K) Plan (plan 001)
- The Aurray Group, Inc. D/B/A Sutter West Bay Medical Group — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources