Acumen Wealth Advisors — 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, Acumen Wealth Advisors 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 $33,166 and reported indirect compensation totals $22,978.
Reported compensation summary
- Reported direct compensation
- $33,166
- Reported indirect compensation
- $22,978
- Total reported compensation
- $56,144
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Chattanooga Christian School, Inc. | TN | 1 | $26,165 |
| Simplybank | TN | 1 | $22,978 |
| Tranco Logistics, LLC | TN | 1 | $7,001 |
State footprint
Plans reporting Acumen Wealth Advisors are sponsored in TN (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Chattanooga Christian School, Inc. | Chattanooga Christian School 403(B) Plan | 2023 | $26,165 | not reported in the loaded dataset |
| Simplybank | Simplybank 401(K) Plan | 2023 | $0 | $22,978 |
| Tranco Logistics, LLC | Tranco Logistics, LLC 401(K) Plan | 2023 | $7,001 | not reported in the loaded dataset |
Related Form 5500 pages
- Chattanooga Christian School 403(B) Plan (plan 002)
- Chattanooga Christian School, Inc. — all reported plans
- Simplybank 401(K) Plan (plan 001)
- Simplybank — all reported plans
- Tranco Logistics, LLC 401(K) Plan (plan 001)
- Tranco Logistics, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources