American Portfolios Financial — 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, American Portfolios Financial is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $47,286 and reported indirect compensation totals $114,948.
Reported compensation summary
- Reported direct compensation
- $47,286
- Reported indirect compensation
- $114,948
- Total reported compensation
- $162,234
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| Achievement First, Inc. | CT | 1 | $103,606 |
| Cenvill Recreation, Inc | FL | 1 | $25,586 |
| Lost Tree Club, Inc. | FL | 1 | $21,700 |
| Citadel Consulting Group, LLC | NY | 1 | $11,342 |
State footprint
Plans reporting American Portfolios Financial are sponsored in FL (2), CT (1), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Achievement First, Inc. | Achievement First, Inc. 403(B) Plan | 2023 | $0 | $103,606 |
| Cenvill Recreation, Inc | Cenvill Recreation, Inc. 401(K) Profit Sharing Plan & Trust | 2023 | $25,586 | not reported in the loaded dataset |
| Lost Tree Club, Inc. | Lost Tree Club 401(K) Plan | 2023 | $21,700 | not reported in the loaded dataset |
| Citadel Consulting Group, LLC | Citadel Care Centers 401(K) Plan | 2023 | $0 | $11,342 |
Related Form 5500 pages
- Achievement First, Inc. 403(B) Plan (plan 001)
- Achievement First, Inc. — all reported plans
- Cenvill Recreation, Inc. 401(K) Profit Sharing Plan & Trust (plan 001)
- Cenvill Recreation, Inc — all reported plans
- Lost Tree Club 401(K) Plan (plan 003)
- Lost Tree Club, Inc. — all reported plans
- Citadel Care Centers 401(K) Plan (plan 001)
- Citadel Consulting Group, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources