The Patriot Financial Group, 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, The Patriot Financial Group, LLC is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $98,646 and reported indirect compensation totals $64,400.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$163KDirect + indirect, across loaded filings$163,046
Plans served4
Plan sponsors4
Filings4
Direct vs. indirect compensation
Direct compensation$98.6K
Indirect compensation$64.4K

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation38%Race Winning Brands, Inc.
Top state share of plans25%CO
Plan sponsors served4
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to The Patriot Financial Group, LLC. Bars show relative scale.

  1. 1
    OH · 1 plan(s)
  2. 2
    MI · 1 plan(s)
  3. 3
    LA · 1 plan(s)
  4. 4
    CO · 1 plan(s)
Geographic reach

State footprint

States where plans reporting The Patriot Financial Group, LLC are sponsored, by plan count.

  1. 1
    CO1 plan(s)
  2. 2
    LA1 plan(s)
  3. 3
    MI1 plan(s)
  4. 4
    OH1 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Race Winning Brands, Inc.Race Winning Brands, Inc. Employees' 401(K) Plan2023$62,205$24
Awi Holdings, LLCAuto-Wares Group 401k Savings Plan2023$0$38,378
Long'S Drugstores Of Sc Inc.Avita 401(K) Profit Sharing Plan And Trust2023$36,441$15
Bestop, Inc.Bestop, Inc. 401(K) Retirement Plan2023$0$25,983

Related Form 5500 pages