Strategic 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, Strategic Wealth Management is reported as a service provider on 7 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $96,398 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $96,398
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $96,398
- Filings
- 7
- Plan sponsors
- 6
- Plans
- 7
- 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 |
|---|---|---|---|
| Daniel G. Schuster, LLC | MD | 1 | $52,484 |
| Jetty United | TX | 2 | $17,632 |
| Resource Care | TX | 1 | $8,614 |
| Humpal Physicial Therapy P.C. | TX | 1 | $8,486 |
| Jessup Manufactured Housing, LLC | TX | 1 | $6,516 |
| Goodwill Of South Texas | TX | 1 | $2,666 |
State footprint
Plans reporting Strategic Wealth Management are sponsored in TX (6), MD (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Daniel G. Schuster, LLC | Daniel G. Schuster LLC 401(K) Salary Reduction Plan | 2023 | $52,484 | not reported in the loaded dataset |
| Jetty United | Jetty United 401(K) Plan | 2023 | $8,816 | not reported in the loaded dataset |
| Jetty United | Jetty United 401(K) Plan | 2023 | $8,816 | not reported in the loaded dataset |
| Resource Care | Resource Care 401(K) Plan | 2023 | $8,614 | not reported in the loaded dataset |
| Humpal Physicial Therapy P.C. | Humpal Physical Therapy P.C. 401k Plan | 2023 | $8,486 | not reported in the loaded dataset |
| Jessup Manufactured Housing, LLC | Jessup Manufactured Housing, LLC 401(K) Plan | 2023 | $6,516 | not reported in the loaded dataset |
| Goodwill Of South Texas | Goodwill Of South Texas 403(B) Retirement Plan | 2023 | $2,666 | not reported in the loaded dataset |
Related Form 5500 pages
- Daniel G. Schuster LLC 401(K) Salary Reduction Plan (plan 001)
- Daniel G. Schuster, LLC — all reported plans
- Jetty United 401(K) Plan (plan 004)
- Jetty United — all reported plans
- Jetty United 401(K) Plan (plan 002)
- Resource Care 401(K) Plan (plan 002)
- Resource Care — all reported plans
- Humpal Physical Therapy P.C. 401k Plan (plan 001)
- Humpal Physicial Therapy P.C. — all reported plans
- Jessup Manufactured Housing, LLC 401(K) Plan (plan 001)
- Jessup Manufactured Housing, LLC — all reported plans
- Goodwill Of South Texas 403(B) Retirement Plan (plan 001)
- Goodwill Of South Texas — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources