Sharebuilder Advisor LLC — 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, Sharebuilder Advisor LLC is reported as a service provider on 11 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 11 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $945,499 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $945,499
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $945,499
- Filings
- 11
- Plan sponsors
- 11
- Plans
- 11
- 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 |
|---|---|---|---|
| Sfe Intermediate Holdco, LLC. | AZ | 1 | $327,564 |
| Novogradac & Company Llp | CA | 1 | $184,860 |
| Arhaus, LLC | OH | 1 | $102,294 |
| Thekey | CA | 1 | $93,437 |
| Vimo, Inc. | CA | 1 | $75,129 |
| Jama Software, Inc | OR | 1 | $73,816 |
| Swla Center For Health Services | LA | 1 | $24,473 |
| Goldstein Law Group, P.A. | FL | 1 | $22,107 |
| Panel Built, Inc. | GA | 1 | $15,216 |
| Onondaga Case Management Services, Inc. | NY | 1 | $14,469 |
State footprint
Plans reporting Sharebuilder Advisor LLC are sponsored in CA (3), FL (1), GA (1), LA (1), NJ (1), NY (1), OH (1), AZ (1), OR (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Sfe Intermediate Holdco, LLC. | Southwest Foodservice Excellence 401(K) Plan | 2023 | $327,564 | not reported in the loaded dataset |
| Novogradac & Company Llp | Novogradac & Company Llp 401(K) Profit Sharing Plan | 2023 | $184,860 | not reported in the loaded dataset |
| Arhaus, LLC | Arhaus, LLC 401(K) Plan | 2023 | $102,294 | not reported in the loaded dataset |
| Thekey | Thekey 401(K) Plan | 2023 | $93,437 | not reported in the loaded dataset |
| Vimo, Inc. | Vimo, Inc. 401(K) P/S Plan | 2023 | $75,129 | not reported in the loaded dataset |
| Jama Software, Inc | Jama Software, Inc 401(K) Plan | 2023 | $73,816 | not reported in the loaded dataset |
| Swla Center For Health Services | Swlachs Retirement Plan | 2023 | $24,473 | not reported in the loaded dataset |
| Goldstein Law Group, P.A. | Goldstein Law Group 401(K) Plan | 2023 | $22,107 | not reported in the loaded dataset |
| Panel Built, Inc. | Panel Built, Inc. And K-Con, Inc. 401(K) P/S Plan | 2023 | $15,216 | not reported in the loaded dataset |
| Onondaga Case Management Services, Inc. | Circare 401(K) Profit Sharing Plan | 2023 | $14,469 | not reported in the loaded dataset |
| Jetclosing, Inc. | Jetclosing 401(K) Plan | 2023 | $12,134 | not reported in the loaded dataset |
Related Form 5500 pages
- Southwest Foodservice Excellence 401(K) Plan (plan 001)
- Sfe Intermediate Holdco, LLC. — all reported plans
- Novogradac & Company Llp 401(K) Profit Sharing Plan (plan 002)
- Novogradac & Company Llp — all reported plans
- Arhaus, LLC 401(K) Plan (plan 001)
- Arhaus, LLC — all reported plans
- Thekey 401(K) Plan (plan 001)
- Thekey — all reported plans
- Vimo, Inc. 401(K) P/S Plan (plan 001)
- Vimo, Inc. — all reported plans
- Jama Software, Inc 401(K) Plan (plan 001)
- Jama Software, Inc — all reported plans
- Swlachs Retirement Plan (plan 001)
- Swla Center For Health Services — all reported plans
- Goldstein Law Group 401(K) Plan (plan 002)
- Goldstein Law Group, P.A. — all reported plans
- Panel Built, Inc. And K-Con, Inc. 401(K) P/S Plan (plan 001)
- Panel Built, Inc. — all reported plans
- Circare 401(K) Profit Sharing Plan (plan 001)
- Onondaga Case Management Services, Inc. — all reported plans
- Jetclosing 401(K) Plan (plan 001)
- Jetclosing, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources