True Wealth Design 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, True Wealth Design LLC is reported as a service provider on 1 loaded Form 5500 filing(s) across 1 plan sponsor(s) and 1 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $8,458 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$8,458
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$8,458
Filings
1
Plan sponsors
1
Plans
1
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

Plan sponsors reporting the most compensation to True Wealth Design LLC
SponsorStatePlansReported compensation
Crown Castle Inc.TX1$8,458

State footprint

Plans reporting True Wealth Design LLC are sponsored in TX (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Crown Castle Inc.Crown Castle Inc. 401(K) Plan2023$8,458not reported in the loaded dataset

Related Form 5500 pages