Strategic 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, Strategic Advisors is reported as a service provider on 54 loaded Form 5500 filing(s) across 53 plan sponsor(s) and 54 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $6,108,523 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $6,108,523
- Reported indirect compensation
- $0
- Total reported compensation
- $6,108,523
- Filings
- 54
- Plan sponsors
- 53
- Plans
- 54
- 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 |
|---|---|---|---|
| Kimberly-Clark Corporation | WI | 1 | $2,071,449 |
| Takeda Pharmaceutical U.S.A., Inc. | MA | 1 | $699,041 |
| Nxp Usa, Inc. | TX | 1 | $643,860 |
| Hp Inc. | TX | 1 | $530,495 |
| Ohiohealth | OH | 1 | $502,095 |
| Atrius Mso, LLC | MN | 1 | $235,849 |
| Saint-Gobain Corporation | PA | 1 | $186,599 |
| Confluence Health | WA | 1 | $186,588 |
| Asante | OR | 1 | $157,115 |
| Comerica Incorporated | TX | 1 | $154,557 |
State footprint
Plans reporting Strategic Advisors are sponsored in MA (8), TX (6), FL (5), WA (5), OH (4), CA (3), MI (3), PA (3), WI (2), DC (2), IL (2), MN (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Kimberly-Clark Corporation | Kimberly-Clark Corporation 401(K) & Profit Sharing Plan | 2023 | $2,071,449 | not reported in the loaded dataset |
| Takeda Pharmaceutical U.S.A., Inc. | Takeda Pharmaceutical U.S.A., Inc. Savings And Retirement Plan | 2023 | $699,041 | not reported in the loaded dataset |
| Nxp Usa, Inc. | Nxp 401(K) Retirement Plan | 2023 | $643,860 | not reported in the loaded dataset |
| Hp Inc. | Hp Inc. 401(K) Plan | 2023 | $530,495 | not reported in the loaded dataset |
| Ohiohealth | Ohiohealth Retirement Savings Plan 403(B) | 2023 | $502,095 | not reported in the loaded dataset |
| Atrius Mso, LLC | Atrius 401k Retirement Savings Plan | 2023 | $235,849 | not reported in the loaded dataset |
| Saint-Gobain Corporation | Saint-Gobain Corporation 401(K) Plan For Hourly Employees | 2023 | $186,599 | not reported in the loaded dataset |
| Confluence Health | Confluence Health 401k Plan And Trust | 2023 | $186,588 | not reported in the loaded dataset |
| Asante | Asante 403b Plan | 2023 | $157,115 | not reported in the loaded dataset |
| Comerica Incorporated | Comerica Incorporated Preferred Savings Plan | 2023 | $154,557 | not reported in the loaded dataset |
| Citgo Petroleum Corporation | Citgo Petroleum Corporation Employees' Retirement And Savings Plan | 2023 | $94,494 | not reported in the loaded dataset |
| Blank Rome Llp | Blank Rome Profit-Sharing Plan | 2023 | $63,448 | not reported in the loaded dataset |
| Inova Health System | Inova Health System 403(B) Plan | 2023 | $52,281 | not reported in the loaded dataset |
| Citgo Petroleum Corporation | Employees' Thrift Plan Of Citgo Petroleum Corporation | 2023 | $50,386 | not reported in the loaded dataset |
| Subaru Of America , Inc. | Pension Plan Of Subaru Of America, Inc. | 2023 | $44,834 | not reported in the loaded dataset |
| American University | American University Defined Contribution Retirement Plan | 2023 | $39,249 | not reported in the loaded dataset |
| Ideal Industries, Inc. | Ideal Industries, Inc. 401(K) Plan | 2023 | $37,631 | not reported in the loaded dataset |
| Pmta/Ila - Defined Contribution Pension Plan | Pmta/Ila - Defined Contribution Pension Plan | 2023 | $34,523 | not reported in the loaded dataset |
| Association Of Universities For Research In Astronomy, Inc. | Aura, Inc. Money Purchase Pension Plan And Trust | 2023 | $31,788 | not reported in the loaded dataset |
| Umass Memorial Health Care, Inc. | Umass Memorial Health Care 403(B) Plan | 2023 | $27,961 | not reported in the loaded dataset |
| Peacehealth | Peacehealth Southwest Medical Center Retirement Savings Plan | 2023 | $25,715 | not reported in the loaded dataset |
| Spartannash Company | Spartannash Company Savings Plus Plan For Union Associates | 2023 | $24,364 | not reported in the loaded dataset |
| Pacificsource | Pacificsource 401(K) Plan | 2023 | $23,836 | not reported in the loaded dataset |
| Unify Financial Federal Credit Union | Unify Financial Federal Credit Union 401(K) Plan | 2023 | $21,799 | not reported in the loaded dataset |
| Northwest Surgical Specialists, P.C. | Northwest Surgical Specialists, Pc 401(K) Profit Sharing Plan | 2023 | $20,384 | not reported in the loaded dataset |
| Lja Engineering, Inc. | Lja Engineering, Inc. 401(K) Plan | 2023 | $17,223 | not reported in the loaded dataset |
| Mount Auburn Hospital | The Retirementplus Retirement Plan For Employees Of Mount Auburn | 2023 | $15,883 | not reported in the loaded dataset |
| Beloit Health System, Inc. | Beloit Health System 403(B) Plan | 2023 | $12,950 | not reported in the loaded dataset |
| Beth Israel Deaconess Hospital Needham | Beth Israel Deaconess Hospital-Needham 403(B)Plan | 2023 | $12,566 | not reported in the loaded dataset |
| Levi Strauss & Co. | Levi Strauss & Co. Employee Long-Term Investment Savings Plan | 2023 | $11,835 | not reported in the loaded dataset |
| Prime Ae Group, Inc. | Prime Ae Group, Inc. 401(K) Plan | 2023 | $9,781 | not reported in the loaded dataset |
| Northeast Health System, Inc. | Northeast Health System 403(B) Retirement Plan | 2023 | $9,722 | not reported in the loaded dataset |
| Stanadyne LLC | Stanadyne LLC Savings Plus Plan | 2023 | $8,090 | not reported in the loaded dataset |
| Europ Assistance North America, Inc | Europ Assistance North America 401(K) Plan | 2023 | $7,242 | not reported in the loaded dataset |
| Cpg Property Services LLC | Cp Group 401(K) Plan | 2023 | $6,154 | not reported in the loaded dataset |
| Solaris Health Holdings, LLC | Solaris 401(K) Plan | 2023 | $5,711 | not reported in the loaded dataset |
| Luminate Home Loans, Inc. | Luminate Home Loans Retirement Plan | 2023 | $4,812 | not reported in the loaded dataset |
| Aees, Inc. | Pkc Group 401(K) Savings & Profit Sharing Plan | 2023 | $4,003 | not reported in the loaded dataset |
| Medcentral Health System | Medcentral Health System Employees' Retirement Plan | 2023 | $3,832 | not reported in the loaded dataset |
| Ohiohealth | Ohiohealth Retirement Savings Plan 401(K) | 2023 | $3,832 | not reported in the loaded dataset |
| Kitch Attorneys & Counselors, Pc | Kitch Drutchas Wagner Valitutti & Sherbrook Pc Profit Sharing Plan | 2023 | $2,815 | $0 |
| Marlborough Hospital | Marlborough Hospital Defined Contribution Plan | 2023 | $2,597 | not reported in the loaded dataset |
| La Clippers LLC | Sb Holdings 401(K) Plan | 2023 | $2,164 | not reported in the loaded dataset |
| Avantus Aerospace, Inc. | Avantus Aerospace, Inc. 401(K) Plan | 2023 | $1,890 | not reported in the loaded dataset |
| Weil Foot & Ankle Management LLC | Weil Foot & Ankle Management LLC 401(K) Plan | 2023 | $1,826 | not reported in the loaded dataset |
| Public Broadcasting Service | Public Broadcasting Service Defined Contribution Retirement Plan | 2023 | $1,138 | not reported in the loaded dataset |
| Nutter, Mcclennen & Fish, Llp | Nutter, Mcclennen & Fish, Llp Lawyers Retirement Plan | 2023 | $765 | $0 |
| West Contract Manufacturing LLC | West Contract Manufacturing Savings And Ret. Plan | 2023 | $479 | not reported in the loaded dataset |
| Kanaway Seafoods, Inc. | Kanaway Seafoods, Inc. Employee 401(K) Retirement Plan | 2023 | $332 | $0 |
| Zimvie Inc. | Zimvie Inc. Puerto Rico Savings And Investment 401(K) Program | 2023 | $243 | not reported in the loaded dataset |
Related Form 5500 pages
- Kimberly-Clark Corporation 401(K) & Profit Sharing Plan (plan 016)
- Kimberly-Clark Corporation — all reported plans
- Takeda Pharmaceutical U.S.A., Inc. Savings And Retirement Plan (plan 001)
- Takeda Pharmaceutical U.S.A., Inc. — all reported plans
- Nxp 401(K) Retirement Plan (plan 001)
- Nxp Usa, Inc. — all reported plans
- Hp Inc. 401(K) Plan (plan 004)
- Hp Inc. — all reported plans
- Ohiohealth Retirement Savings Plan 403(B) (plan 001)
- Ohiohealth — all reported plans
- Atrius 401k Retirement Savings Plan (plan 001)
- Atrius Mso, LLC — all reported plans
- Saint-Gobain Corporation 401(K) Plan For Hourly Employees (plan 003)
- Saint-Gobain Corporation — all reported plans
- Confluence Health 401k Plan And Trust (plan 001)
- Confluence Health — all reported plans
- Asante 403b Plan (plan 002)
- Asante — all reported plans
- Comerica Incorporated Preferred Savings Plan (plan 002)
- Comerica Incorporated — all reported plans
- Citgo Petroleum Corporation Employees' Retirement And Savings Plan (plan 003)
- Citgo Petroleum Corporation — all reported plans
- Blank Rome Profit-Sharing Plan (plan 001)
- Blank Rome Llp — all reported plans
- Inova Health System 403(B) Plan (plan 003)
- Inova Health System — all reported plans
- Employees' Thrift Plan Of Citgo Petroleum Corporation (plan 001)
- Pension Plan Of Subaru Of America, Inc. (plan 003)
- Subaru Of America , Inc. — all reported plans
- American University Defined Contribution Retirement Plan (plan 001)
- American University — all reported plans
- Ideal Industries, Inc. 401(K) Plan (plan 001)
- Ideal Industries, Inc. — all reported plans
- Pmta/Ila - Defined Contribution Pension Plan (plan 002)
- Pmta/Ila - Defined Contribution Pension Plan — all reported plans
- Aura, Inc. Money Purchase Pension Plan And Trust (plan 004)
- Association Of Universities For Research In Astronomy, Inc. — all reported plans
- Umass Memorial Health Care 403(B) Plan (plan 004)
- Umass Memorial Health Care, Inc. — all reported plans
- Peacehealth Southwest Medical Center Retirement Savings Plan (plan 002)
- Peacehealth — all reported plans
- Spartannash Company Savings Plus Plan For Union Associates (plan 003)
- Spartannash Company — all reported plans
- Pacificsource 401(K) Plan (plan 002)
- Pacificsource — all reported plans
- Unify Financial Federal Credit Union 401(K) Plan (plan 002)
- Unify Financial Federal Credit Union — all reported plans
- Northwest Surgical Specialists, Pc 401(K) Profit Sharing Plan (plan 002)
- Northwest Surgical Specialists, P.C. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources