Rtd Financial Advisors, Inc. — 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, Rtd Financial Advisors, Inc. is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $130,563 and reported indirect compensation totals $0.
Reported compensation dashboard
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.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Rtd Financial Advisors, Inc.. Bars show relative scale.
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State footprint
Where Rtd Financial Advisors, Inc. 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.
City footprint
Cities where plans reporting Rtd Financial Advisors, Inc. are sponsored, by plan count.
- 1South San Francisco, CA1 plan(s)
- 2Trappe, MD1 plan(s)
- 3Barnegat, NJ1 plan(s)
- 4Morris Plains, NJ1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1Primary Care Partners, LLC, NJ · Direct $62.9K · 2023
- 2Walters Management Company, Inc., NJ · Direct $29.6K · 2023
- 3Packaging Matters, LLC, CA · Direct $21.3K · Indirect $0 · 2023
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Frequently asked questions
- What does Form 5500 Schedule C report about Rtd Financial Advisors, Inc.?
- Public Form 5500 Schedule C filings report compensation paid to Rtd Financial Advisors, Inc. as a plan service provider. Across loaded filings, total reported compensation is $130,563.
- How many plans report Rtd Financial Advisors, Inc. as a service provider?
- Rtd Financial Advisors, Inc. appears on 4 loaded plan(s) across 4 sponsor(s).
Related Form 5500 pages
- Primary Care Partners/Atlantic Health Partners 401(K) Profit Sharing Plan (plan 001)
- Primary Care Partners, LLC — all reported plans
- Walters Management Company, Inc. 401(K) Plan (plan 001)
- Walters Management Company, Inc. — all reported plans
- Packaging Matters, LLC 401(K) Plan (plan 001)
- Packaging Matters, LLC — all reported plans
- Agh 401(K) Plan (plan 001)
- Arbre Group Holding Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources