Triad Advisor — 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, Triad Advisor 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 $10,613 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation dashboard
Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.
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.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Triad Advisor. Bars show relative scale.
- 1
- 2
State footprint
Where Triad Advisor appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.
City footprint
Cities where plans reporting Triad Advisor are sponsored, by plan count.
- 1Brooklyn, NY1 plan(s)
- 2Seattle, WA1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1Horizon Realty Advisors LLC, WA · Direct $5.6K · 2023
- 2Steer Davies And Gleave Inc, NY · Direct $5K · 2023
Frequently asked questions
- What does Form 5500 Schedule C report about Triad Advisor?
- Public Form 5500 Schedule C filings report compensation paid to Triad Advisor as a plan service provider. Across loaded filings, total reported compensation is $10,613.
- How many plans report Triad Advisor as a service provider?
- Triad Advisor appears on 2 loaded plan(s) across 2 sponsor(s).