Provenance Wealth 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, Provenance Wealth Advisors is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $58,712 and reported indirect compensation totals $117,639.

Reported compensation summary

Reported direct compensation
$58,712
Reported indirect compensation
$117,639
Total reported compensation
$176,351
Filings
5
Plan sponsors
5
Plans
5
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 Provenance Wealth Advisors
SponsorStatePlansReported compensation
Primesource Building Products, Inc.TX1$117,639
Chauvet & Sons, LLC.FL1$32,708
O2 Media, Inc.FL1$21,699
Florida Pritikin Center, LLCFL1$3,865
Zyscovich AiaFL1$440

State footprint

Plans reporting Provenance Wealth Advisors are sponsored in FL (4), TX (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Primesource Building Products, Inc.Primesource Retirement Savings Plus Plan2023$0$117,639
Chauvet & Sons, LLC.Chauvet & Sons, LLC 401(K) Profit Sharing Plan2023$32,708$0
O2 Media, Inc.Brandstar 401(K) Retirement Plan2023$21,699not reported in the loaded dataset
Florida Pritikin Center, LLCFlorida Pritikin Center 401(K) Plan2023$3,865$0
Zyscovich AiaZyscovich Aia Profit Sharing Plan2023$440not reported in the loaded dataset

Related Form 5500 pages