Abound 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, Abound Wealth Management LLC is reported as a service provider on 11 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 11 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $117,110 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $117,110
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $117,110
- Filings
- 11
- Plan sponsors
- 11
- Plans
- 11
- 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 |
|---|---|---|---|
| Southwest Airlines Company | TX | 1 | $33,546 |
| Advocate Aurora Health, Inc | WI | 1 | $13,162 |
| Bentley Systems, Inc. | PA | 1 | $10,402 |
| Marvell Semiconductor, Inc. | CA | 1 | $10,122 |
| Netjets Inc. | OH | 1 | $10,115 |
| Crown Castle Inc. | TX | 1 | $10,065 |
| National Instruments Corporation | TX | 1 | $7,428 |
| Apple Inc. | CA | 1 | $6,274 |
| The Aurray Group, Inc. D/B/A Sutter West Bay Medical Group | CA | 1 | $5,454 |
| Biomarin Pharmaceutical Inc. | CA | 1 | $5,308 |
State footprint
Plans reporting Abound Wealth Management LLC are sponsored in CA (4), TX (3), GA (1), OH (1), PA (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Southwest Airlines Company | Southwest Airlines Pilots Retirement Savings Plan | 2023 | $33,546 | not reported in the loaded dataset |
| Advocate Aurora Health, Inc | Advocate Aurora Health 401(K) Plan | 2023 | $13,162 | not reported in the loaded dataset |
| Bentley Systems, Inc. | Bentley Systems, Incorporated Profit Sharing/401(K) Plan | 2023 | $10,402 | not reported in the loaded dataset |
| Marvell Semiconductor, Inc. | Marvell Semiconductor 401k Retirement Plan | 2023 | $10,122 | not reported in the loaded dataset |
| Netjets Inc. | Netjets Inc. 401(K) Plan | 2023 | $10,115 | not reported in the loaded dataset |
| Crown Castle Inc. | Crown Castle Inc. 401(K) Plan | 2023 | $10,065 | not reported in the loaded dataset |
| National Instruments Corporation | National Instruments 401(K) Plan | 2023 | $7,428 | not reported in the loaded dataset |
| Apple Inc. | Apple 401(K) Plan | 2023 | $6,274 | not reported in the loaded dataset |
| The Aurray Group, Inc. D/B/A Sutter West Bay Medical Group | Swbmg 401(K) Plan | 2023 | $5,454 | not reported in the loaded dataset |
| Biomarin Pharmaceutical Inc. | Biomarin Pharmaceutical Inc. Retirement Savings Plan | 2023 | $5,308 | not reported in the loaded dataset |
| Delta Air Lines, Inc. | Delta 401(K) Retirement Plan For Pilots | 2023 | $5,234 | not reported in the loaded dataset |
Related Form 5500 pages
- Southwest Airlines Pilots Retirement Savings Plan (plan 003)
- Southwest Airlines Company — all reported plans
- Advocate Aurora Health 401(K) Plan (plan 004)
- Advocate Aurora Health, Inc — all reported plans
- Bentley Systems, Incorporated Profit Sharing/401(K) Plan (plan 001)
- Bentley Systems, Inc. — all reported plans
- Marvell Semiconductor 401k Retirement Plan (plan 001)
- Marvell Semiconductor, Inc. — all reported plans
- Netjets Inc. 401(K) Plan (plan 001)
- Netjets Inc. — all reported plans
- Crown Castle Inc. 401(K) Plan (plan 001)
- Crown Castle Inc. — all reported plans
- National Instruments 401(K) Plan (plan 001)
- National Instruments Corporation — all reported plans
- Apple 401(K) Plan (plan 001)
- Apple Inc. — all reported plans
- Swbmg 401(K) Plan (plan 001)
- The Aurray Group, Inc. D/B/A Sutter West Bay Medical Group — all reported plans
- Biomarin Pharmaceutical Inc. Retirement Savings Plan (plan 001)
- Biomarin Pharmaceutical Inc. — all reported plans
- Delta 401(K) Retirement Plan For Pilots (plan 014)
- Delta Air Lines, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources