Visionpoint Advisory Group — 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, Visionpoint Advisory Group is reported as a service provider on 23 loaded Form 5500 filing(s) across 23 plan sponsor(s) and 23 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $486,022 and reported indirect compensation totals $340,209.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$826.2KDirect + indirect, across loaded filings$826,231
Plans served23
Plan sponsors23
Filings23
Direct vs. indirect compensation
Direct compensation$486K
Indirect compensation$340.2K

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 compensation11%Consolidated Electrical Distributors
Top state share of plans52%TX
Plan sponsors served23
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Visionpoint Advisory Group. Bars show relative scale.

  1. 1
  2. 2
    MN · 1 plan(s)
  3. 3
    SD · 1 plan(s)
  4. 4
    TX · 1 plan(s)
  5. 5
    TX · 1 plan(s)
  6. 6
    TX · 1 plan(s)
  7. 7
  8. 8
    SD · 1 plan(s)
  9. 9
    TX · 1 plan(s)
  10. 10
    TX · 1 plan(s)
Geographic reach

State footprint

Where Visionpoint Advisory Group 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
    TX12 plan(s)
  2. 2
    SD6 plan(s)
  3. 3
    IA3 plan(s)
  4. 4
    MN1 plan(s)
  5. 5
    OK1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Visionpoint Advisory Group are sponsored, by plan count.

  1. 1
    Dallas, TX4 plan(s)
  2. 2
    Addison, TX2 plan(s)
  3. 3
  4. 4
    Pipestone, MN1 plan(s)
  5. 5
  6. 6
    Aberdeen, SD1 plan(s)
  7. 7
    Canton, SD1 plan(s)
  8. 8
    Lemmon, SD1 plan(s)
  9. 9
  10. 10
By reported compensation

Plans reporting this provider

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

  1. 1
    Consolidated Electrical Distributors, TX · Direct $95K · 2023
  2. 2
    Emp Serv, LLC, MN · Direct $0 · Indirect $87.3K · 2023
  3. 3
    Plains Commerce Bank, SD · Direct $0 · Indirect $53.6K · 2023
  4. 4
    Bg Staff Services, Inc., TX · Direct $50.6K · 2023
  5. 5
    Moroch Holdings, Inc., TX · Direct $42.5K · 2023
  6. 6
    Westdale Asset Management, Ltd, TX · Direct $40.8K · 2023
  7. 7
    Comprehensive Breast Care Center Of Texas, Inc., TX · Direct $36K · 2023
  8. 8
    Brown Clinic P.L.L.P., SD · Direct $0 · Indirect $35.2K · 2023
  9. 9
    Remotely Piloted Solutions, LLC, TX · Direct $0 · Indirect $35.1K · 2023
  10. 10
    Chuy'S Opco, Inc., TX · Direct $0 · Indirect $34.8K · 2023
  11. 11
    Tec-Corp, IA · Direct $33.4K · 2023
  12. 12
    Adams Thermal Systems Inc., SD · Direct $33.2K · 2023
  13. 13
    One Technologies, LLC, TX · Direct $33K · 2023
  14. 14
    South Oxford Management LLC, TX · Direct $0 · Indirect $32.1K · 2023
  15. 15
    Shur-Co, LLC, SD · Direct $31.6K · 2023
  16. 16
    R.K. Black, Inc., OK · Direct $30.3K · 2023
  17. 17
    Dallas Zoo Management, Inc., TX · Direct $28.3K · 2023
  18. 18
    Component Manufacturing Company, SD · Direct $0 · Indirect $26.2K · 2023
  19. 19
    Wheeler Manufacturing Co., Inc., SD · Direct $0 · Indirect $18K · 2023
  20. 20
    Handicap Village Dba One Vision, IA · Direct $0 · Indirect $17.9K · 2023
  21. 21
    Kalkomey Enterprises, LLC, TX · Direct $13.5K · 2023
  22. 22
    Stoney Creek Hospitality Corporation, IA · Direct $11.2K · 2023
  23. 23
    Arlington Orthopedic Associates, P.A., TX · Direct $6.5K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Visionpoint Advisory Group?
Public Form 5500 Schedule C filings report compensation paid to Visionpoint Advisory Group as a plan service provider. Across loaded filings, total reported compensation is $826,231.
How many plans report Visionpoint Advisory Group as a service provider?
Visionpoint Advisory Group appears on 23 loaded plan(s) across 23 sponsor(s).

Related Form 5500 pages