Alpha Cubed Investments 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, Alpha Cubed Investments LLC 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 $53,851 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $53,851
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $53,851
- 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 |
|---|---|---|---|
| Southern California Permanente Medical Group | CA | 1 | $37,555 |
| Orrick, Herrington & Sutcliffe Llp | WV | 1 | $10,433 |
| United Airlines, Inc. | IL | 1 | $5,863 |
State footprint
Plans reporting Alpha Cubed Investments LLC are sponsored in CA (1), IL (1), WV (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Southern California Permanente Medical Group | Scpmg Keogh Plan | 2023 | $37,555 | not reported in the loaded dataset |
| Orrick, Herrington & Sutcliffe Llp | Orrick, Herrington & Sutcliffe Llp Retirement Plan | 2023 | $10,433 | not reported in the loaded dataset |
| United Airlines, Inc. | United Airlines Pilot Retirement Account Plan | 2023 | $5,863 | not reported in the loaded dataset |
Related Form 5500 pages
- Scpmg Keogh Plan (plan 008)
- Southern California Permanente Medical Group — all reported plans
- Orrick, Herrington & Sutcliffe Llp Retirement Plan (plan 004)
- Orrick, Herrington & Sutcliffe Llp — all reported plans
- United Airlines Pilot Retirement Account Plan (plan 202)
- United Airlines, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources