Sym Financial 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, Sym Financial Advisors is reported as a service provider on 9 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $360,051 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $360,051
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $360,051
- Filings
- 9
- Plan sponsors
- 9
- Plans
- 9
- 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 |
|---|---|---|---|
| Ducharme, Mcmillen & Associates, Inc. | IN | 1 | $67,593 |
| Grossnickle Eye Center | IN | 1 | $48,876 |
| Advanced Emissions Solutions, Inc. | CO | 1 | $48,363 |
| Partners 1st Federal Credit Union | IN | 1 | $46,783 |
| Wagner-Meinert, LLC | IN | 1 | $44,821 |
| Fort Wayne Wire Die, Inc. | IN | 1 | $37,412 |
| St. Anne Home Of The Diocese Of Fort Wayne-South Bend, Inc. | IN | 1 | $27,514 |
| Visiting Nurse & Hospice Home | IN | 1 | $21,883 |
| Goodwill Industries Of Northeast Indiana, Inc. | IN | 1 | $16,806 |
State footprint
Plans reporting Sym Financial Advisors are sponsored in IN (8), CO (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Ducharme, Mcmillen & Associates, Inc. | Ducharme, Mcmillen & Associates, Inc. 401(K) Savings Plan | 2023 | $67,593 | not reported in the loaded dataset |
| Grossnickle Eye Center | Grossnickle Eye Center 401(K) Retirement Plan | 2023 | $48,876 | not reported in the loaded dataset |
| Advanced Emissions Solutions, Inc. | Advanced Emissions Solutions, Inc. Profit Sharing Retirement Plan | 2023 | $48,363 | not reported in the loaded dataset |
| Partners 1st Federal Credit Union | Partners 1st Federal Credit Union 401k Retirement Savings Plan | 2023 | $46,783 | not reported in the loaded dataset |
| Wagner-Meinert, LLC | Wagner-Meinert, LLC 401(K) Plan | 2023 | $44,821 | not reported in the loaded dataset |
| Fort Wayne Wire Die, Inc. | Fort Wayne Wire Die Corporate 401(K) Plan | 2023 | $37,412 | not reported in the loaded dataset |
| St. Anne Home Of The Diocese Of Fort Wayne-South Bend, Inc. | St. Anne Home Employees' Retirement Plan | 2023 | $27,514 | not reported in the loaded dataset |
| Visiting Nurse & Hospice Home | Visiting Nurse & Hospice Home Retirement Plan | 2023 | $21,883 | not reported in the loaded dataset |
| Goodwill Industries Of Northeast Indiana, Inc. | Goodwill Industries Of Northeast Indiana, Inc. 401(K) Plan | 2023 | $16,806 | not reported in the loaded dataset |
Related Form 5500 pages
- Ducharme, Mcmillen & Associates, Inc. 401(K) Savings Plan (plan 006)
- Ducharme, Mcmillen & Associates, Inc. — all reported plans
- Grossnickle Eye Center 401(K) Retirement Plan (plan 006)
- Grossnickle Eye Center — all reported plans
- Advanced Emissions Solutions, Inc. Profit Sharing Retirement Plan (plan 001)
- Advanced Emissions Solutions, Inc. — all reported plans
- Partners 1st Federal Credit Union 401k Retirement Savings Plan (plan 002)
- Partners 1st Federal Credit Union — all reported plans
- Wagner-Meinert, LLC 401(K) Plan (plan 001)
- Wagner-Meinert, LLC — all reported plans
- Fort Wayne Wire Die Corporate 401(K) Plan (plan 001)
- Fort Wayne Wire Die, Inc. — all reported plans
- St. Anne Home Employees' Retirement Plan (plan 001)
- St. Anne Home Of The Diocese Of Fort Wayne-South Bend, Inc. — all reported plans
- Visiting Nurse & Hospice Home Retirement Plan (plan 002)
- Visiting Nurse & Hospice Home — all reported plans
- Goodwill Industries Of Northeast Indiana, Inc. 401(K) Plan (plan 002)
- Goodwill Industries Of Northeast Indiana, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources