Advised Assets Group — 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, Advised Assets Group is reported as a service provider on 21 loaded Form 5500 filing(s) across 20 plan sponsor(s) and 20 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $82,013 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $82,013
- Reported indirect compensation
- $0
- Total reported compensation
- $82,013
- Filings
- 21
- Plan sponsors
- 20
- Plans
- 20
- 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 |
|---|---|---|---|
| Pioneer Technical Services, Inc. | MT | 1 | $18,847 |
| Rawlings Sporting Goods Company, Inc. | MO | 1 | $15,234 |
| Heritage Health | ID | 1 | $12,554 |
| The Urban Electric Company | SC | 1 | $10,590 |
| Mckinley Children'S Center | CA | 1 | $4,194 |
| Granite Peak Development Management, Inc. | WY | 1 | $3,239 |
| Mega International, LLC | CA | 1 | $3,221 |
| Onin Staffing LLC | AL | 1 | $2,360 |
| Peter Paul Electronics Co., Inc. | CT | 1 | $2,024 |
| Disti Corporation | FL | 1 | $1,947 |
State footprint
Plans reporting Advised Assets Group are sponsored in CA (4), MA (2), PA (2), FL (1), GA (1), ID (1), MO (1), MT (1), NC (1), SC (1), UT (1), AK (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Pioneer Technical Services, Inc. | Pioneer Technical Services, Inc. 401(K) Profit Sharing Plan | 2023 | $18,847 | not reported in the loaded dataset |
| Rawlings Sporting Goods Company, Inc. | Rawlings Sporting Goods 401(K) Plan | 2023 | $15,234 | not reported in the loaded dataset |
| Heritage Health | Heritage Health 403(B) Plan | 2023 | $12,554 | not reported in the loaded dataset |
| The Urban Electric Company | The Urban Electric Company 401(K) Plan | 2023 | $10,590 | not reported in the loaded dataset |
| Mckinley Children'S Center | Mckinley 403(B) Plan | 2023 | $4,194 | not reported in the loaded dataset |
| Granite Peak Development Management, Inc. | Granite Peak 401(K) Profit Sharing Plan | 2023 | $3,239 | not reported in the loaded dataset |
| Mega International, LLC | Mega International, LLC 401(K) Plan | 2023 | $3,221 | not reported in the loaded dataset |
| Peter Paul Electronics Co., Inc. | Peter Paul Electronics Company, Inc. 401(K) Profit Sharing Plan | 2023 | $2,024 | not reported in the loaded dataset |
| Disti Corporation | Disti Corporation 401 K Profit Sharing Plan & Trust | 2023 | $1,947 | not reported in the loaded dataset |
| Ccs Early Learning | Ccs Early Learning Retirement Plan | 2023 | $1,593 | not reported in the loaded dataset |
| The Lodge At Woodloch | The Lodge At Woodloch 401k Plan | 2023 | $1,588 | not reported in the loaded dataset |
| Onin Staffing LLC | Onin Group 401(K) Plan | 2023 | $1,299 | not reported in the loaded dataset |
| Onin Staffing LLC | Onin Group 401(K) Plan | 2023 | $1,061 | not reported in the loaded dataset |
| Wsrp, LLC | Wsrp, LLC 401(K) Profit Sharing Plan | 2023 | $1,047 | not reported in the loaded dataset |
| Keep Truckin, Inc. | Keep Truckin Retirement Trust | 2023 | $944 | not reported in the loaded dataset |
| The Pennsylvania Society For Prevention Of Cruel | 403(B) Thrift Plan For The The Pennsylvania Society For Prevention Of Cruel | 2023 | $903 | $0 |
| Chaves Heating & Air Conditioning, Inc. | Acca New England Retirement Savings Plan Fbo Chaves Heating & Air Conditioning, Inc. | 2023 | $736 | not reported in the loaded dataset |
| Asheville Transit Management, LLC | Asheville Transit Employees Money Purchase Pension Plan | 2023 | $361 | not reported in the loaded dataset |
| Hurley And David, Inc. | Acca New England Retirement Savings Plan Fbo Hurley & David, Inc. | 2023 | $325 | not reported in the loaded dataset |
| Analytical Environmental Services,Inc. | Aes, Inc. 401(K) Plan | 2023 | $239 | not reported in the loaded dataset |
| The Arcticom Group, LLC | The Arcticom Group, LLC 401(K) Plan | 2023 | $67 | $0 |
Related Form 5500 pages
- Pioneer Technical Services, Inc. 401(K) Profit Sharing Plan (plan 001)
- Pioneer Technical Services, Inc. — all reported plans
- Rawlings Sporting Goods 401(K) Plan (plan 001)
- Rawlings Sporting Goods Company, Inc. — all reported plans
- Heritage Health 403(B) Plan (plan 002)
- Heritage Health — all reported plans
- The Urban Electric Company 401(K) Plan (plan 001)
- The Urban Electric Company — all reported plans
- Mckinley 403(B) Plan (plan 001)
- Mckinley Children'S Center — all reported plans
- Granite Peak 401(K) Profit Sharing Plan (plan 001)
- Granite Peak Development Management, Inc. — all reported plans
- Mega International, LLC 401(K) Plan (plan 001)
- Mega International, LLC — all reported plans
- Peter Paul Electronics Company, Inc. 401(K) Profit Sharing Plan (plan 001)
- Peter Paul Electronics Co., Inc. — all reported plans
- Disti Corporation 401 K Profit Sharing Plan & Trust (plan 001)
- Disti Corporation — all reported plans
- Ccs Early Learning Retirement Plan (plan 001)
- Ccs Early Learning — all reported plans
- The Lodge At Woodloch 401k Plan (plan 001)
- The Lodge At Woodloch — all reported plans
- Onin Group 401(K) Plan (plan 001)
- Onin Staffing LLC — all reported plans
- Onin Group 401(K) Plan (plan 001)
- Wsrp, LLC 401(K) Profit Sharing Plan (plan 001)
- Wsrp, LLC — all reported plans
- Keep Truckin Retirement Trust (plan 001)
- Keep Truckin, Inc. — all reported plans
- 403(B) Thrift Plan For The The Pennsylvania Society For Prevention Of Cruel (plan 001)
- The Pennsylvania Society For Prevention Of Cruel — all reported plans
- Acca New England Retirement Savings Plan Fbo Chaves Heating & Air Conditioning, Inc. (plan 005)
- Chaves Heating & Air Conditioning, Inc. — all reported plans
- Asheville Transit Employees Money Purchase Pension Plan (plan 010)
- Asheville Transit Management, LLC — all reported plans
- Acca New England Retirement Savings Plan Fbo Hurley & David, Inc. (plan 005)
- Hurley And David, Inc. — all reported plans
- Aes, Inc. 401(K) Plan (plan 001)
- Analytical Environmental Services,Inc. — all reported plans
- The Arcticom Group, LLC 401(K) Plan (plan 001)
- The Arcticom Group, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources