Ritholtz Wealth Management. — 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, Ritholtz Wealth Management. is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $100,011 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $100,011
- Reported indirect compensation
- $0
- Total reported compensation
- $100,011
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Alfred Conhagen, Inc. | LA | 1 | $45,204 |
| Alfred Conhagen, Inc. Of La | LA | 1 | $32,892 |
| Center For Popular Democracy, Inc. | NY | 1 | $21,915 |
State footprint
Plans reporting Ritholtz Wealth Management. are sponsored in LA (2), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Alfred Conhagen, Inc. | Alfred Conhagen, Inc. Pension Plan | 2023 | $45,204 | not reported in the loaded dataset |
| Alfred Conhagen, Inc. Of La | Alfred Conhagen, Inc. 401(K) Profit Sharing Plan | 2023 | $32,892 | $0 |
| Center For Popular Democracy, Inc. | Center For Popular Democracy Inc Retirement Plan | 2023 | $21,915 | not reported in the loaded dataset |
Related Form 5500 pages
- Alfred Conhagen, Inc. Pension Plan (plan 001)
- Alfred Conhagen, Inc. — all reported plans
- Alfred Conhagen, Inc. 401(K) Profit Sharing Plan (plan 003)
- Alfred Conhagen, Inc. Of La — all reported plans
- Center For Popular Democracy Inc Retirement Plan (plan 001)
- Center For Popular Democracy, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources