Woodbury Financial Svcs — 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, Woodbury Financial Svcs is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,120 and reported indirect compensation totals $241,376.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$244.5KDirect + indirect, across loaded filings$244,496
Plans served5
Plan sponsors5
Filings5
Direct vs. indirect compensation
Direct compensation$3.1K
Indirect compensation$241.4K

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 compensation41%La Clinica De La Raza, Inc.
Top state share of plans60%TX
Plan sponsors served5
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Woodbury Financial Svcs. Bars show relative scale.

  1. 1
    CA · 1 plan(s)
  2. 2
  3. 3
    TX · 1 plan(s)
  4. 4
    CA · 1 plan(s)
  5. 5
Geographic reach

State footprint

States where plans reporting Woodbury Financial Svcs are sponsored, by plan count.

  1. 1
    TX3 plan(s)
  2. 2
    CA2 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
La Clinica De La Raza, Inc.La Clinica De La Raza, Inc. 403(B) Plan2023$0$100,000
American College Of Emergency PhysiciansAmerican College Of Emergency Physicians 401(K) Ps Plan2023$0$56,212
Brightland Homes, LtdBrightland Homes, Ltd 401(K) Plan2023$0$45,988
Everett Graphics, Inc.Everett Graphics, Inc. Salary Deferral & Profit Sharing Plan2023$3,120$21,900
United Way Of Metropolitan Dallas, Inc.403(B) Savings Plan For United Way Of Metropolitan Dallas, Inc.2023$0$17,276

Related Form 5500 pages