Strategies Wealth 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, Strategies Wealth Advisors, LLC is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $121,956 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $121,956
- Reported indirect compensation
- $0
- Total reported compensation
- $121,956
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- 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 |
|---|---|---|---|
| Auxo Investment Partners, LLC | MI | 1 | $40,895 |
| E.T. Mackenzie Company | MI | 1 | $31,530 |
| Elyria Foundry Company, LLC | OH | 1 | $23,607 |
| Ashland Foundry And Machine Works, LLC | PA | 1 | $15,221 |
| Dalton Corporation | IN | 1 | $5,452 |
| Avon Machining, LLC | MI | 1 | $5,251 |
State footprint
Plans reporting Strategies Wealth Advisors, LLC are sponsored in MI (3), IN (1), OH (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Auxo Investment Partners, LLC | Auxo Investment Partners, LLC 401(K) Retirement Plan | 2023 | $40,895 | not reported in the loaded dataset |
| E.T. Mackenzie Company | E.T. Mackenzie Company Employee Profit Sharing 401(K) Plan | 2023 | $31,530 | not reported in the loaded dataset |
| Elyria Foundry Company, LLC | Elyria/Hodge Foundry Company 401(K) Savings & Investment Plan | 2023 | $23,607 | not reported in the loaded dataset |
| Ashland Foundry And Machine Works, LLC | Ashland Foundry And Machine Works, LLC Union Retirement Plan | 2023 | $15,221 | not reported in the loaded dataset |
| Dalton Corporation | Dalton Corporation Hourly 401(K) Retirement Savings Plan | 2023 | $5,452 | not reported in the loaded dataset |
| Avon Machining, LLC | Avon Machining, LLC 401(K) Plan | 2023 | $5,251 | $0 |
Related Form 5500 pages
- Auxo Investment Partners, LLC 401(K) Retirement Plan (plan 001)
- Auxo Investment Partners, LLC — all reported plans
- E.T. Mackenzie Company Employee Profit Sharing 401(K) Plan (plan 001)
- E.T. Mackenzie Company — all reported plans
- Elyria/Hodge Foundry Company 401(K) Savings & Investment Plan (plan 001)
- Elyria Foundry Company, LLC — all reported plans
- Ashland Foundry And Machine Works, LLC Union Retirement Plan (plan 002)
- Ashland Foundry And Machine Works, LLC — all reported plans
- Dalton Corporation Hourly 401(K) Retirement Savings Plan (plan 004)
- Dalton Corporation — all reported plans
- Avon Machining, LLC 401(K) Plan (plan 002)
- Avon Machining, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources