Wealth Management, 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, Wealth Management, LLC is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $35,664 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $35,664
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $35,664
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| Apercen Partners LLC | CA | 1 | $10,256 |
| D'Arcangelo & Co., Llp | NY | 1 | $10,044 |
| Trimetrix, Inc. | VA | 1 | $8,512 |
| Premier Family Medical, LLC | UT | 1 | $6,852 |
State footprint
Plans reporting Wealth Management, LLC are sponsored in CA (1), NY (1), UT (1), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Apercen Partners LLC | Apercen Partners 401k Plan | 2023 | $10,256 | not reported in the loaded dataset |
| D'Arcangelo & Co., Llp | D'Arcangelo & Co., Llp 401(K) Profit Sharing Plan | 2023 | $10,044 | not reported in the loaded dataset |
| Trimetrix, Inc. | Trimetrix, Inc. 401(K) Plan | 2023 | $8,512 | not reported in the loaded dataset |
| Premier Family Medical, LLC | Premier Family Medical, LLC 401(K) Retirement Plan | 2023 | $6,852 | not reported in the loaded dataset |
Related Form 5500 pages
- Apercen Partners 401k Plan (plan 001)
- Apercen Partners LLC — all reported plans
- D'Arcangelo & Co., Llp 401(K) Profit Sharing Plan (plan 002)
- D'Arcangelo & Co., Llp — all reported plans
- Trimetrix, Inc. 401(K) Plan (plan 001)
- Trimetrix, Inc. — all reported plans
- Premier Family Medical, LLC 401(K) Retirement Plan (plan 002)
- Premier Family Medical, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources