Transamerica Financial Advisors Inc — 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, Transamerica Financial Advisors Inc is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $5,200 and reported indirect compensation totals $15,475.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$20.7KDirect + indirect, across loaded filings$20,675
Plans served2
Plan sponsors2
Filings2
Direct vs. indirect compensation
Direct compensation$5.2K
Indirect compensation$15.5K

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 compensation75%Virtex Enterprises Lp
Top state share of plans50%TX
Plan sponsors served2
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Transamerica Financial Advisors Inc. Bars show relative scale.

  1. 1
    TX · 1 plan(s)
  2. 2
    UT · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Transamerica Financial Advisors Inc are sponsored, by plan count.

  1. 1
    TX1 plan(s)
  2. 2
    UT1 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Virtex Enterprises LpVirtex Enterprises 401(K) Plan2023$0$15,475
True Leaf LLCTrue Leaf 401(K) Plan2023$5,200not reported in the loaded dataset

Related Form 5500 pages