Wealth Enhancement 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, Wealth Enhancement Group is reported as a service provider on 12 loaded Form 5500 filing(s) across 12 plan sponsor(s) and 12 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $675,823 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $675,823
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $675,823
- Filings
- 12
- Plan sponsors
- 12
- Plans
- 12
- 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 |
|---|---|---|---|
| San Mateo Hotel Employees & Restaurant Employees Pension Fund | CA | 1 | $290,807 |
| Life'S Worc | NY | 1 | $87,707 |
| The L.S. Starrett Company | MA | 1 | $69,571 |
| Sva Certified Public Accountants, S.C. | WI | 1 | $44,000 |
| Wisconsin Vision Associates, Inc. | WI | 1 | $38,461 |
| Huntington Learning Corporation | NJ | 1 | $26,167 |
| Desco Federal Credit Union | OH | 1 | $22,407 |
| Amtraco American Trading Companies LLC | WI | 1 | $21,283 |
| Prevea Clinic, Inc. | WI | 1 | $20,853 |
| Bottomline Technologies, Inc. | NH | 1 | $20,428 |
State footprint
Plans reporting Wealth Enhancement Group are sponsored in WI (5), MA (1), NH (1), NJ (1), CA (1), OH (1), SD (1), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| San Mateo Hotel Employees & Restaurant Employees Pension Fund | San Mateo Hotel Employees & Restaurant Employees Pension Fund | 2023 | $290,807 | not reported in the loaded dataset |
| Life'S Worc | Life'S Worc 403(B) Profit Sharing Plan | 2023 | $87,707 | not reported in the loaded dataset |
| The L.S. Starrett Company | The L.S. Starrett Company 401(K) Savings Plan | 2023 | $69,571 | not reported in the loaded dataset |
| Sva Certified Public Accountants, S.C. | Sva Certified Public Accountants, S.C. 401(K) Profit Sharing Plan | 2023 | $44,000 | not reported in the loaded dataset |
| Wisconsin Vision Associates, Inc. | Wisconsin Vision Associates, Inc. 401k Profit Sharing Plan | 2023 | $38,461 | not reported in the loaded dataset |
| Huntington Learning Corporation | Huntington Learning Corp. 401(K) Plan | 2023 | $26,167 | not reported in the loaded dataset |
| Desco Federal Credit Union | Desco 401(K) Plan | 2023 | $22,407 | not reported in the loaded dataset |
| Amtraco American Trading Companies LLC | Amtraco 401(K) Plan | 2023 | $21,283 | not reported in the loaded dataset |
| Prevea Clinic, Inc. | Prevea Clinic, Inc. 401(K) And Retirement Plan | 2023 | $20,853 | not reported in the loaded dataset |
| Bottomline Technologies, Inc. | Bottomline Technologies 401(K) Plan | 2023 | $20,428 | not reported in the loaded dataset |
| Community Living Connections, Inc. | Community Living Connections, Inc. 401(K) Retirement Plan | 2023 | $18,347 | not reported in the loaded dataset |
| Mckie Ford Lincoln, Inc & Affiliates | Mckie Ford Lincoln, Inc & Affiliates 401(K) Plan | 2023 | $15,792 | not reported in the loaded dataset |
Related Form 5500 pages
- San Mateo Hotel Employees & Restaurant Employees Pension Fund (plan 001)
- San Mateo Hotel Employees & Restaurant Employees Pension Fund — all reported plans
- Life'S Worc 403(B) Profit Sharing Plan (plan 001)
- Life'S Worc — all reported plans
- The L.S. Starrett Company 401(K) Savings Plan (plan 003)
- The L.S. Starrett Company — all reported plans
- Sva Certified Public Accountants, S.C. 401(K) Profit Sharing Plan (plan 001)
- Sva Certified Public Accountants, S.C. — all reported plans
- Wisconsin Vision Associates, Inc. 401k Profit Sharing Plan (plan 001)
- Wisconsin Vision Associates, Inc. — all reported plans
- Huntington Learning Corp. 401(K) Plan (plan 003)
- Huntington Learning Corporation — all reported plans
- Desco 401(K) Plan (plan 002)
- Desco Federal Credit Union — all reported plans
- Amtraco 401(K) Plan (plan 001)
- Amtraco American Trading Companies LLC — all reported plans
- Prevea Clinic, Inc. 401(K) And Retirement Plan (plan 004)
- Prevea Clinic, Inc. — all reported plans
- Bottomline Technologies 401(K) Plan (plan 001)
- Bottomline Technologies, Inc. — all reported plans
- Community Living Connections, Inc. 401(K) Retirement Plan (plan 001)
- Community Living Connections, Inc. — all reported plans
- Mckie Ford Lincoln, Inc & Affiliates 401(K) Plan (plan 002)
- Mckie Ford Lincoln, Inc & Affiliates — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources