Soltis Investment Advisors 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, Soltis Investment Advisors LLC is reported as a service provider on 25 loaded Form 5500 filing(s) across 24 plan sponsor(s) and 25 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,309,393 and reported indirect compensation totals $73,199.
Reported compensation summary
- Reported direct compensation
- $1,309,393
- Reported indirect compensation
- $73,199
- Total reported compensation
- $1,382,592
- Filings
- 25
- Plan sponsors
- 24
- Plans
- 25
- 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 |
|---|---|---|---|
| Ultradent Products, Inc. | UT | 1 | $202,338 |
| 1 Source Business Solutions, LLC | UT | 1 | $146,638 |
| Dhi Computing Services, Inc. | UT | 1 | $128,422 |
| Ncl Bahamas Ltd | FL | 1 | $96,429 |
| Clyde Companies, Inc. | UT | 1 | $94,848 |
| Harmon City, Inc. | UT | 1 | $92,524 |
| Anthony Wade, Inc. Dba Stephen Wade Auto Center | UT | 1 | $80,202 |
| Mlsc Holding Co. Inc. | UT | 1 | $73,199 |
| Challenger School Foundation | UT | 1 | $53,452 |
| American Pacific Corporation | UT | 1 | $50,911 |
State footprint
Plans reporting Soltis Investment Advisors LLC are sponsored in UT (19), FL (1), NV (1), CA (1), OR (1), SD (1), OK (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Ultradent Products, Inc. | Ultradent Products, Inc. 401(K) Plan | 2023 | $202,338 | not reported in the loaded dataset |
| 1 Source Business Solutions, LLC | 1 Source Business Solutions 401(K) Plan | 2023 | $146,638 | not reported in the loaded dataset |
| Dhi Computing Services, Inc. | Dhi Computing Service, Inc. 401(K) Profit Sharing Plan | 2023 | $128,422 | not reported in the loaded dataset |
| Ncl Bahamas Ltd | Nclc 401(K) Plan | 2023 | $96,429 | not reported in the loaded dataset |
| Clyde Companies, Inc. | Clyde Companies, Inc. 401(K) Retirement Plan | 2023 | $94,848 | not reported in the loaded dataset |
| Harmon City, Inc. | Harmon City, Inc. 401(K) Retirement Savings Plan | 2023 | $92,524 | not reported in the loaded dataset |
| Anthony Wade, Inc. Dba Stephen Wade Auto Center | Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(K) Plan | 2023 | $80,202 | not reported in the loaded dataset |
| Mlsc Holding Co. Inc. | Mlsc Holding Co., Inc. Employees' Retirement Plan | 2023 | $0 | $73,199 |
| Challenger School Foundation | Challenger School 401k Retirement Plan | 2023 | $53,452 | not reported in the loaded dataset |
| American Pacific Corporation | American Pacific Corporation 401(K) Plan | 2023 | $50,911 | $0 |
| Advisortrust, Inc. | 401(K) Simplified Flexible | 2023 | $44,436 | not reported in the loaded dataset |
| Printerlogic, Inc. Dba Vasion | Printerlogic, Inc. 401(K) Plan | 2023 | $43,732 | not reported in the loaded dataset |
| Ram Manufacturing Company, Inc. D/B/A Ram Aviation Space And Defense | Ram Manufacturing Company, Inc. 401(K) Plan | 2023 | $35,627 | not reported in the loaded dataset |
| C.R. England, Inc. | C. R. England, Inc. Profit Sharing | 2023 | $34,908 | not reported in the loaded dataset |
| Best Best & Krieger Llp | Best Best & Krieger Llp Profit-Sharing & Employee Savings Plan | 2023 | $30,000 | not reported in the loaded dataset |
| Volare Health LLC | Volare Health LLC 401(K) Plan | 2023 | $29,320 | not reported in the loaded dataset |
| Mountain Land Rehabilitation, LLC | Mountain Land Rehabilitation 401(K) Plan | 2023 | $28,400 | not reported in the loaded dataset |
| Desert Pain Specialists, Pc | Desert Pain Specialists, Pc 401(K) Plan | 2023 | $25,259 | not reported in the loaded dataset |
| Waterford Institute, Inc. | Waterford Institute, Inc. Defined Contribution Ret | 2023 | $24,522 | $0 |
| Ifit Inc. | Ifit Inc. 401(K) Plan | 2023 | $14,013 | not reported in the loaded dataset |
| Js Products, Inc. | Js Products, Inc. 401(K) Plan | 2023 | $13,015 | not reported in the loaded dataset |
| Spring Dental | Spring Dental 401(K) Plan | 2023 | $12,524 | not reported in the loaded dataset |
| Securtiy National Financial Corporation | Snfc Mortgage Company 401(K) Plan | 2023 | $11,545 | not reported in the loaded dataset |
| Security National Financial Corporation | Snf Corporation Tax-Favored Retirement Savings Plan | 2023 | $9,676 | not reported in the loaded dataset |
| Medical Priority Consultants, Inc. | Medical Priority Consultants 401(K) Plan | 2023 | $6,652 | not reported in the loaded dataset |
Related Form 5500 pages
- Ultradent Products, Inc. 401(K) Plan (plan 001)
- Ultradent Products, Inc. — all reported plans
- 1 Source Business Solutions 401(K) Plan (plan 333)
- 1 Source Business Solutions, LLC — all reported plans
- Dhi Computing Service, Inc. 401(K) Profit Sharing Plan (plan 001)
- Dhi Computing Services, Inc. — all reported plans
- Nclc 401(K) Plan (plan 002)
- Ncl Bahamas Ltd — all reported plans
- Clyde Companies, Inc. 401(K) Retirement Plan (plan 002)
- Clyde Companies, Inc. — all reported plans
- Harmon City, Inc. 401(K) Retirement Savings Plan (plan 001)
- Harmon City, Inc. — all reported plans
- Anthony Wade, Inc. Dba Stephen Wade Auto Center 401(K) Plan (plan 001)
- Anthony Wade, Inc. Dba Stephen Wade Auto Center — all reported plans
- Mlsc Holding Co., Inc. Employees' Retirement Plan (plan 001)
- Mlsc Holding Co. Inc. — all reported plans
- Challenger School 401k Retirement Plan (plan 001)
- Challenger School Foundation — all reported plans
- American Pacific Corporation 401(K) Plan (plan 001)
- American Pacific Corporation — all reported plans
- 401(K) Simplified Flexible (plan 002)
- Advisortrust, Inc. — all reported plans
- Printerlogic, Inc. 401(K) Plan (plan 001)
- Printerlogic, Inc. Dba Vasion — all reported plans
- Ram Manufacturing Company, Inc. 401(K) Plan (plan 001)
- Ram Manufacturing Company, Inc. D/B/A Ram Aviation Space And Defense — all reported plans
- C. R. England, Inc. Profit Sharing (plan 003)
- C.R. England, Inc. — all reported plans
- Best Best & Krieger Llp Profit-Sharing & Employee Savings Plan (plan 002)
- Best Best & Krieger Llp — all reported plans
- Volare Health LLC 401(K) Plan (plan 001)
- Volare Health LLC — all reported plans
- Mountain Land Rehabilitation 401(K) Plan (plan 001)
- Mountain Land Rehabilitation, LLC — all reported plans
- Desert Pain Specialists, Pc 401(K) Plan (plan 001)
- Desert Pain Specialists, Pc — all reported plans
- Waterford Institute, Inc. Defined Contribution Ret (plan 001)
- Waterford Institute, Inc. — all reported plans
- Ifit Inc. 401(K) Plan (plan 001)
- Ifit Inc. — all reported plans
- Js Products, Inc. 401(K) Plan (plan 001)
- Js Products, Inc. — all reported plans
- Spring Dental 401(K) Plan (plan 001)
- Spring Dental — all reported plans
- Snfc Mortgage Company 401(K) Plan (plan 004)
- Securtiy National Financial Corporation — all reported plans
- Snf Corporation Tax-Favored Retirement Savings Plan (plan 002)
- Medical Priority Consultants 401(K) Plan (plan 001)
- Medical Priority Consultants, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources