Vestwell — 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, Vestwell is reported as a service provider on 48 loaded Form 5500 filing(s) across 47 plan sponsor(s) and 48 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,138,085 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$1.1MDirect + indirect, across loaded filings$1,138,085
Plans served48
Plan sponsors47
Filings48
Direct vs. indirect compensation
Direct compensation$1.1M
Indirect compensation$0

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation10%Armada Parent, Inc
Top state share of plans35%CA
Plan sponsors served47
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Vestwell. Bars show relative scale.

  1. 1
    NY · 1 plan(s)
  2. 2
    WI · 1 plan(s)
  3. 3
    MN · 1 plan(s)
  4. 4
  5. 5
  6. 6
  7. 7
  8. 8
    PA · 1 plan(s)
  9. 9
    CA · 2 plan(s)
  10. 10
    FL · 1 plan(s)
Geographic reach

State footprint

Where Vestwell 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.

  1. 1
    CA13 plan(s)
  2. 2
    NY6 plan(s)
  3. 3
    FL3 plan(s)
  4. 4
    TX3 plan(s)
  5. 5
    AZ2 plan(s)
  6. 6
    IL2 plan(s)
  7. 7
    WA2 plan(s)
  8. 8
    CO2 plan(s)
  9. 9
    NJ1 plan(s)
  10. 10
    OH1 plan(s)
  11. 11
    PA1 plan(s)
  12. 12
    SC1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Vestwell are sponsored, by plan count.

  1. 1
    New York, NY5 plan(s)
  2. 2
    Austin, TX2 plan(s)
  3. 3
  4. 4
  5. 5
    Fontana, CA1 plan(s)
  6. 6
    Fremont, CA1 plan(s)
  7. 7
    Claremont, CA1 plan(s)
  8. 8
    El Centro, CA1 plan(s)
  9. 9
  10. 10
    Lancaster, CA1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Armada Parent, Inc, NY · Direct $118K · 2023
  2. 2
    The Employer Group, Inc., WI · Direct $79.2K · 2023
  3. 3
    Total Expert, Inc., MN · Direct $65.6K · 2023
  4. 4
    Greenlight Financial Technology, Inc, GA · Direct $65.4K · 2023
  5. 5
    The Villas Of Holly Brook Senior Living, LLC, IL · Direct $58.7K · 2023
  6. 6
    Coje, LLC D/B/A Coje Management Group, MA · Direct $54.3K · 2023
  7. 7
    Ambrosia Qsr Support Center, LLC, WA · Direct $49.2K · 2023
  8. 8
    Neuronetics, Inc., PA · Direct $48.1K · 2023
  9. 9
    Humane Society Of Tampa Bay, FL · Direct $37.4K · 2023
  10. 10
    Odc Construction, LLC, FL · Direct $36.8K · 2023
  11. 11
    Simple Management Group Inc, FL · Direct $30.8K · 2023
  12. 12
    Machine Build Technologies, LLC, CO · Direct $30.5K · 2023
  13. 13
    Wheelbarrow Todd LLC Dba Sunday Hospitality, NY · Direct $29.6K · 2023
  14. 14
    The Complete Logistics Company, CA · Direct $28.3K · 2023
  15. 15
    Thistle Health Inc., CA · Direct $23K · 2023
  16. 16
    Ability Homecare, Inc. Dba Ability Homecare, TX · Direct $22.2K · 2023
  17. 17
    Aac Education Services, LLC. D/B/A All Around Children, OH · Direct $21.4K · 2023
  18. 18
    Apprentice Fs, Inc., NJ · Direct $20.6K · 2023
  19. 19
    Lifeomic, Inc., IN · Direct $20.5K · 2023
  20. 20
    Bftv Inc. Dba First Media, CA · Direct $20.1K · 2023
  21. 21
    Amergent Hospitality Group Inc., NC · Direct $18.9K · 2023
  22. 22
    Nzero Labs, Inc. Dba On Deck, CA · Direct $18.7K · 2023
  23. 23
    Intouchcx Us, Inc., AZ · Direct $17.9K · 2023
  24. 24
    Bftv Inc. Dba First Media, CA · Direct $17.8K · 2023
  25. 25
    Sapphire Estates Rehab Centre, AZ · Direct $17.8K · 2023
  26. 26
    Nebraska Organ Recovery System D/B/A Live On Nebraska, NE · Direct $16.9K · 2023
  27. 27
    Q'Apel Medical Inc., CA · Direct $16.8K · 2023
  28. 28
    Medbridge Development Company Lp, CA · Direct $16.7K · 2023
  29. 29
    Academy For Advancement Of Children With Autism, CA · Direct $16.1K · 2023
  30. 30
    Oas, LLC, VT · Direct $16K · 2023
  31. 31
    Jumpcrew LLC, TN · Direct $16K · 2023
  32. 32
    Competitive Socialising Us, LLC, NY · Direct $15K · 2023
  33. 33
    Vestwell Holdings, Inc., NY · Direct $12.4K · 2023
  34. 34
    Middle Tree Incorporated, CA · Direct $11.7K · 2023
  35. 35
    Rooftop Cinema Club Inc, CA · Direct $11.4K · 2023
  36. 36
    First Information Technology Services, Inc., VA · Direct $8.5K · 2023
  37. 37
    Rocketpower Inc., CA · Direct $6.5K · 2023
  38. 38
    Thrive Causemetics, Inc., WA · Direct $5.3K · 2023
  39. 39
    Praetorian Group, Inc., TX · Direct $4.2K · 2023
  40. 40
    Praetorian Group, Inc., TX · Direct $4.2K · 2023
  41. 41
    Archco Family Restaurants, LLC / Archco Albany, LLC, CO · Direct $4.1K · 2023
  42. 42
    Jaydev Brew Inc D/B/A More Brewing Co, IL · Direct $2.3K · 2023
  43. 43
    Jones Knowles Ritchie, Inc., NY · Direct $2.3K · 2023
  44. 44
    Kaizen Resources, Inc., CA · Direct $506 · Indirect $0 · 2023
  45. 45
    Bene Management Group, LLC, SC · Direct $357 · 2023
  46. 46
    Job Pro Staffing Inc D/B/A Solvis Employment Services, CA · Direct $75 · 2023
  47. 47
    Arise Academy, LA · Direct $0 · 2023
  48. 48
    Simplehealth Ventures, Inc., NY · Direct $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Vestwell?
Public Form 5500 Schedule C filings report compensation paid to Vestwell as a plan service provider. Across loaded filings, total reported compensation is $1,138,085.
How many plans report Vestwell as a service provider?
Vestwell appears on 48 loaded plan(s) across 47 sponsor(s).

Related Form 5500 pages