Alegria Asset Management — 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, Alegria Asset Management is reported as a service provider on 1 loaded Form 5500 filing(s) across 1 plan sponsor(s) and 1 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,250 and reported indirect compensation totals $11,962.

Reported compensation summary

Reported direct compensation
$2,250
Reported indirect compensation
$11,962
Total reported compensation
$14,212
Filings
1
Plan sponsors
1
Plans
1
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

Plan sponsors reporting the most compensation to Alegria Asset Management
SponsorStatePlansReported compensation
Pacific Northwest University Of Health SciencesWA1$14,212

State footprint

Plans reporting Alegria Asset Management are sponsored in WA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Pacific Northwest University Of Health SciencesPacific Northwest University Of Health Sciences 403(B) Retirement Plan2023$2,250$11,962

Related Form 5500 pages