Visionpoint Advisory Group 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, Visionpoint Advisory Group LLC is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $72,970 and reported indirect compensation totals $56,037.

Reported compensation summary

Reported direct compensation
$72,970
Reported indirect compensation
$56,037
Total reported compensation
$129,007
Filings
6
Plan sponsors
6
Plans
6
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 Visionpoint Advisory Group LLC
SponsorStatePlansReported compensation
Newport Group, Inc.CA1$36,036
Stubbe & Associates, Inc.MN1$29,303
Cec Electrical, Inc.TX1$26,659
Immunotek Bio Centers, LLCTX1$13,265
The Sierra Company LLCMN1$12,494
Rithm Capital LLCTX1$11,250

State footprint

Plans reporting Visionpoint Advisory Group LLC are sponsored in TX (3), MN (2), CA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Newport Group, Inc.Truecourse 401(K) Pooled Employer Plan2023$36,036not reported in the loaded dataset
Stubbe & Associates, Inc.Stubbe & Associates, Inc. Savings Plan2023$0$29,303
Cec Electrical, Inc.Cec 401(K) Retirement Plan2023$0$26,659
Immunotek Bio Centers, LLCImmunotek Bio Centers, LLC 401(K) Savings Plan2023$13,218$47
The Sierra Company LLCFenix Group'S 401(K) Plan2023$12,489$5
Rithm Capital LLCRithm Capital Family Of Companies 401(K) Plan2023$11,227$23

Related Form 5500 pages