Strategies Wealth 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, Strategies Wealth Advisors is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $115,183 and reported indirect compensation totals $30,600.
Reported compensation summary
- Reported direct compensation
- $115,183
- Reported indirect compensation
- $30,600
- Total reported compensation
- $145,783
- Filings
- 7
- Plan sponsors
- 7
- 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 |
|---|---|---|---|
| Atlas Die, LLC | MI | 1 | $50,144 |
| American Ad Bag | AZ | 1 | $24,904 |
| Precision Products Group, Inc. | IN | 1 | $21,512 |
| Trm Innovative Hearth Products | AL | 1 | $15,389 |
| Trm Nre Acquisition LLC | IL | 1 | $15,174 |
| Middleville Engineered Solutions, LLC | MI | 1 | $11,069 |
| Wdc Acquisition LLC | IA | 1 | $7,591 |
State footprint
Plans reporting Strategies Wealth Advisors are sponsored in MI (2), AL (1), AZ (1), IA (1), IL (1), IN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Atlas Die, LLC | Atlas Die, LLC 401(K) Retirement Savings Plan | 2023 | $50,144 | not reported in the loaded dataset |
| American Ad Bag | American Ad Bag Profit Sharing 401(K) Plan And Trust | 2023 | $24,904 | not reported in the loaded dataset |
| Precision Products Group, Inc. | Precision Products Group, Inc. Retirement Plan | 2023 | $21,512 | not reported in the loaded dataset |
| Trm Innovative Hearth Products | Trm Innovative Hearth Products 401(K) Plan | 2023 | $0 | $15,389 |
| Trm Nre Acquisition LLC | Trm Nre Acquisition LLC 401(K) Plan | 2023 | $7,587 | $7,587 |
| Middleville Engineered Solutions, LLC | Middleville Engineered Solutions, LLC | 2023 | $11,036 | $33 |
| Wdc Acquisition LLC | Wdc 401(K) And Profit Sharing Plan | 2023 | $0 | $7,591 |
Related Form 5500 pages
- Atlas Die, LLC 401(K) Retirement Savings Plan (plan 001)
- Atlas Die, LLC — all reported plans
- American Ad Bag Profit Sharing 401(K) Plan And Trust (plan 001)
- American Ad Bag — all reported plans
- Precision Products Group, Inc. Retirement Plan (plan 001)
- Precision Products Group, Inc. — all reported plans
- Trm Innovative Hearth Products 401(K) Plan (plan 001)
- Trm Innovative Hearth Products — all reported plans
- Trm Nre Acquisition LLC 401(K) Plan (plan 001)
- Trm Nre Acquisition LLC — all reported plans
- Middleville Engineered Solutions, LLC (plan 001)
- Middleville Engineered Solutions, LLC — all reported plans
- Wdc 401(K) And Profit Sharing Plan (plan 001)
- Wdc Acquisition LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources