Advised Assets Group, 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, Advised Assets Group, LLC is reported as a service provider on 23 loaded Form 5500 filing(s) across 23 plan sponsor(s) and 23 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,669,142 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $2,669,142
- Reported indirect compensation
- $0
- Total reported compensation
- $2,669,142
- Filings
- 23
- Plan sponsors
- 23
- Plans
- 23
- 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 |
|---|---|---|---|
| Pacificorp | OR | 1 | $1,000,049 |
| Sonoco Products Company | SC | 1 | $755,346 |
| Mcdonalds Corporation And Subsidiaries | IL | 1 | $630,432 |
| North Memorial Health | MN | 1 | $95,595 |
| Omni New York LLC | NY | 1 | $50,148 |
| Honnen Equipment Company | CO | 1 | $34,654 |
| Ahead, Inc. | IL | 1 | $18,277 |
| Blaze Health, LLC | MN | 1 | $17,948 |
| Integrits Corporation | CA | 1 | $14,541 |
| Bisgp | MD | 1 | $12,305 |
State footprint
Plans reporting Advised Assets Group, LLC are sponsored in CA (5), MN (3), NY (3), IL (2), SC (2), OH (1), OR (1), UT (1), VA (1), CO (1), GA (1), MD (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Pacificorp | Pacificorp K Plus Employee Savings Plan | 2023 | $1,000,049 | not reported in the loaded dataset |
| Sonoco Products Company | Sonoco Retirement & Savings Plan | 2023 | $755,346 | not reported in the loaded dataset |
| Mcdonalds Corporation And Subsidiaries | Mcdonald'S Corporation 401(K) Plan | 2023 | $630,432 | not reported in the loaded dataset |
| North Memorial Health | North Memorial Health Care 401(K) Plan | 2023 | $95,595 | not reported in the loaded dataset |
| Omni New York LLC | Omni Affiliates 401(K) Plan | 2023 | $50,148 | $0 |
| Honnen Equipment Company | Honnen Equipment Company Profit Sharing 401(K) Plan And Trust | 2023 | $34,654 | not reported in the loaded dataset |
| Ahead, Inc. | Ahead, Inc. 401(K) Plan | 2023 | $18,277 | not reported in the loaded dataset |
| Blaze Health, LLC | Blaze Health, LLC 401(K) Plan | 2023 | $17,948 | not reported in the loaded dataset |
| Integrits Corporation | Integrits Corporation 401(K) Plan | 2023 | $14,541 | not reported in the loaded dataset |
| Bisgp | Fidelity Building Services Group 401(K) | 2023 | $12,305 | not reported in the loaded dataset |
| California Association Of Winegrape Growers | California Association Of Winegrape Growers Retirement Plan And Trust | 2023 | $9,893 | not reported in the loaded dataset |
| Napa Management Services Corp. | Napa Management Services Corp. Clinical Employees Sharing Plan & Trust | 2023 | $8,075 | not reported in the loaded dataset |
| Mega International, LLC | Mega International, LLC 401(K) Plan | 2023 | $7,630 | not reported in the loaded dataset |
| Keep Truckin, Inc. | Keep Truckin Retirement Trust | 2023 | $7,261 | not reported in the loaded dataset |
| Nexone, Inc | Nexone, Inc 401(K) Plan | 2023 | $2,041 | not reported in the loaded dataset |
| Renfrow Brothers, Inc. | Renfrow Brothers Inc. 401(K) Plan | 2023 | $1,691 | not reported in the loaded dataset |
| Hay House, Inc. | Hay House 401(K) Plan | 2023 | $1,352 | not reported in the loaded dataset |
| Consolidated Shoe Company, Inc. | Consolidated Shoe Company, Inc. Employee Stock Ownership And Savings Plan | 2023 | $1,086 | not reported in the loaded dataset |
| Analytical Environmental Services,Inc. | Aes, Inc. 401(K) Plan | 2023 | $325 | not reported in the loaded dataset |
| Sjo Kids, Inc. | Sjo Kids, Inc. 401(K) Plan | 2023 | $285 | not reported in the loaded dataset |
| Chalmers Development Corporation Dba Spire Integrated Solutions | Chalmers Development Corporation Dba Spire Integrated Solutions 401(K) Plan | 2023 | $208 | not reported in the loaded dataset |
| Vandemark Chemical Inc. | Vandemark Chemical Inc. 401(K) Profit Sharing Plan | 2023 | not reported in the loaded dataset | not reported in the loaded dataset |
| Maple Grove Hospital Corporation | Maple Grove Hospital Corporation 401(K) Plan | 2023 | $0 | not reported in the loaded dataset |
Related Form 5500 pages
- Pacificorp K Plus Employee Savings Plan (plan 009)
- Pacificorp — all reported plans
- Sonoco Retirement & Savings Plan (plan 026)
- Sonoco Products Company — all reported plans
- Mcdonald'S Corporation 401(K) Plan (plan 001)
- Mcdonalds Corporation And Subsidiaries — all reported plans
- North Memorial Health Care 401(K) Plan (plan 005)
- North Memorial Health — all reported plans
- Omni Affiliates 401(K) Plan (plan 001)
- Omni New York LLC — all reported plans
- Honnen Equipment Company Profit Sharing 401(K) Plan And Trust (plan 001)
- Honnen Equipment Company — all reported plans
- Ahead, Inc. 401(K) Plan (plan 001)
- Ahead, Inc. — all reported plans
- Blaze Health, LLC 401(K) Plan (plan 001)
- Blaze Health, LLC — all reported plans
- Integrits Corporation 401(K) Plan (plan 001)
- Integrits Corporation — all reported plans
- Fidelity Building Services Group 401(K) (plan 001)
- Bisgp — all reported plans
- California Association Of Winegrape Growers Retirement Plan And Trust (plan 002)
- California Association Of Winegrape Growers — all reported plans
- Napa Management Services Corp. Clinical Employees Sharing Plan & Trust (plan 002)
- Napa Management Services Corp. — all reported plans
- Mega International, LLC 401(K) Plan (plan 001)
- Mega International, LLC — all reported plans
- Keep Truckin Retirement Trust (plan 001)
- Keep Truckin, Inc. — all reported plans
- Nexone, Inc 401(K) Plan (plan 001)
- Nexone, Inc — all reported plans
- Renfrow Brothers Inc. 401(K) Plan (plan 001)
- Renfrow Brothers, Inc. — all reported plans
- Hay House 401(K) Plan (plan 002)
- Hay House, Inc. — all reported plans
- Consolidated Shoe Company, Inc. Employee Stock Ownership And Savings Plan (plan 002)
- Consolidated Shoe Company, Inc. — all reported plans
- Aes, Inc. 401(K) Plan (plan 001)
- Analytical Environmental Services,Inc. — all reported plans
- Sjo Kids, Inc. 401(K) Plan (plan 001)
- Sjo Kids, Inc. — all reported plans
- Chalmers Development Corporation Dba Spire Integrated Solutions 401(K) Plan (plan 001)
- Chalmers Development Corporation Dba Spire Integrated Solutions — all reported plans
- Vandemark Chemical Inc. 401(K) Profit Sharing Plan (plan 001)
- Vandemark Chemical Inc. — all reported plans
- Maple Grove Hospital Corporation 401(K) Plan (plan 001)
- Maple Grove Hospital Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources