Ubs - Retirement Plan Consulting — 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, Ubs - Retirement Plan Consulting is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $87,757 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $87,757
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $87,757
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Guardian Dentistry Practice Ma | FL | 1 | $49,566 |
| Thea Enterprises LLC | NJ | 1 | $23,110 |
| River Birch LLC | LA | 1 | $15,081 |
State footprint
Plans reporting Ubs - Retirement Plan Consulting are sponsored in FL (1), LA (1), NJ (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Guardian Dentistry Practice Ma | Guardian Dentistry Practice Ma 401(K) Profit Sharing Plan & Trust | 2023 | $49,566 | not reported in the loaded dataset |
| Thea Enterprises LLC | Thea Enterprises LLC 401(K) Profit Sharing Plan & Trust | 2023 | $23,110 | not reported in the loaded dataset |
| River Birch LLC | River Birch LLC 401(K) Profit Sharing Plan & Trust | 2023 | $15,081 | not reported in the loaded dataset |
Related Form 5500 pages
- Guardian Dentistry Practice Ma 401(K) Profit Sharing Plan & Trust (plan 001)
- Guardian Dentistry Practice Ma — all reported plans
- Thea Enterprises LLC 401(K) Profit Sharing Plan & Trust (plan 003)
- Thea Enterprises LLC — all reported plans
- River Birch LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- River Birch LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources