Plan5500

Wedbush Securities — 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, Wedbush Securities is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $145,953 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$146KDirect + indirect, across loaded filings$145,953
Plans served3
Plan sponsors3
Filings3
Direct vs. indirect compensation
Direct compensation$146K
Indirect compensationNot reported

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 compensation40%Dataprise, LLC
Top state share of plans33%MD
Plan sponsors served3
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Wedbush Securities. Bars show relative scale.

  1. 1
    Dataprise, LLC$58.1K
    MD · 1 plan(s)
  2. 2
    Hargrove Electric Co., Inc.$50.3K
    TX · 1 plan(s)
  3. 3
    Twin Boro Management, LLC$37.5K
    NJ · 1 plan(s)
Geographic reach

State footprint

Where Wedbush Securities 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
    MD1 plan(s)
  2. 2
    NJ1 plan(s)
  3. 3
    TX1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Wedbush Securities are sponsored, by plan count.

  1. 1
    Rockville, MD1 plan(s)
  2. 2
    Canford, NJ1 plan(s)
  3. 3
    Dallas, TX1 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
    Dataprise, LLC 401(K) Plan$58.1K
    Dataprise, LLC, MD · Direct $58.1K · 2023
  2. 2
    Hargrove Electric Co., Inc. Profit Sharing Plan$50.3K
    Hargrove Electric Co., Inc., TX · Direct $50.3K · 2023
  3. 3
    Twin Boro Physical Therapy Associates, P.A. Retirement Plan And Trust$37.5K
    Twin Boro Management, LLC, NJ · Direct $37.5K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Wedbush Securities?
Public Form 5500 Schedule C filings report compensation paid to Wedbush Securities as a plan service provider. Across loaded filings, total reported compensation is $145,953.
How many plans report Wedbush Securities as a service provider?
Wedbush Securities appears on 3 loaded plan(s) across 3 sponsor(s).

Related Form 5500 pages