Prudent Street Financial 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, Prudent Street Financial Advisors is reported as a service provider on 2 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 $0 and reported indirect compensation totals $114,113.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$114.1KDirect + indirect, across loaded filings$114,113
Plans served2
Plan sponsors2
Filings2
Direct vs. indirect compensation
Direct compensation$0
Indirect compensation$114.1K

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 compensation77%Premier Medical Group, P.C.
Top state share of plans100%TN
Plan sponsors served2
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Prudent Street Financial Advisors. Bars show relative scale.

  1. 1
    TN · 1 plan(s)
  2. 2
    TN · 1 plan(s)
Geographic reach

State footprint

Where Prudent Street Financial Advisors 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. 1
    TN2 plan(s)
Geographic reach

City footprint

Cities where plans reporting Prudent Street Financial Advisors are sponsored, by plan count.

  1. 1
  2. 2
    Nashville, TN1 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. 1
    Premier Medical Group, P.C., TN · Direct $0 · Indirect $88.2K · 2023
  2. 2
    John W. Mcdougall Co. , Inc., TN · Direct $0 · Indirect $25.9K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Prudent Street Financial Advisors?
Public Form 5500 Schedule C filings report compensation paid to Prudent Street Financial Advisors as a plan service provider. Across loaded filings, total reported compensation is $114,113.
How many plans report Prudent Street Financial Advisors as a service provider?
Prudent Street Financial Advisors appears on 2 loaded plan(s) across 2 sponsor(s).

Related Form 5500 pages