B Riley Wealth 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, B Riley Wealth Management is reported as a service provider on 8 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $166,387 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $166,387
- Reported indirect compensation
- $0
- Total reported compensation
- $166,387
- Filings
- 8
- Plan sponsors
- 8
- Plans
- 8
- 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 |
|---|---|---|---|
| Lrk Inc. | TN | 1 | $59,344 |
| Teamsters Health Service & Insurance Plan Of Local 404 | MA | 1 | $35,000 |
| The Cleveland Clinic Foundation | OH | 1 | $26,826 |
| Meeting House Lane Medical Practice, P.C. | NY | 1 | $25,836 |
| Parkhouse Tire Services, Inc. | CA | 1 | $11,246 |
| Lmt Mercer Group, Inc. | NJ | 1 | $8,135 |
| Pave Academy Charter School | NY | 1 | $0 |
| Trump International Hotel & Towe | NY | 1 | $0 |
State footprint
Plans reporting B Riley Wealth Management are sponsored in NY (3), CA (1), MA (1), NJ (1), OH (1), TN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Lrk Inc. | Lrk Inc. 401(K) Plan | 2023 | $59,344 | not reported in the loaded dataset |
| Teamsters Health Service & Insurance Plan Of Local 404 | Teamsters Health Services & Insurance Plan Local 404 | 2023 | $35,000 | not reported in the loaded dataset |
| The Cleveland Clinic Foundation | Cleveland Clinic Savings And Investment Plan | 2023 | $26,826 | not reported in the loaded dataset |
| Meeting House Lane Medical Practice, P.C. | Mhlmp, P.C. 401k Plan | 2023 | $25,836 | not reported in the loaded dataset |
| Parkhouse Tire Services, Inc. | Employees' 401(K) Plan Of Parkhouse Tire Service, Inc. | 2023 | $11,246 | not reported in the loaded dataset |
| Lmt Mercer Group, Inc. | Lmt Mercer Group, Inc. 401(K) Plan | 2023 | $8,135 | not reported in the loaded dataset |
| Trump International Hotel & Towe | Trump International Hotel & Tower Condominium 401(K) Employe | 2023 | $0 | $0 |
| Pave Academy Charter School | Pave Academy Charter School 401(K) Retirement Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Lrk Inc. 401(K) Plan (plan 001)
- Lrk Inc. — all reported plans
- Teamsters Health Services & Insurance Plan Local 404 (plan 501)
- Teamsters Health Service & Insurance Plan Of Local 404 — all reported plans
- Cleveland Clinic Savings And Investment Plan (plan 002)
- The Cleveland Clinic Foundation — all reported plans
- Mhlmp, P.C. 401k Plan (plan 001)
- Meeting House Lane Medical Practice, P.C. — all reported plans
- Employees' 401(K) Plan Of Parkhouse Tire Service, Inc. (plan 001)
- Parkhouse Tire Services, Inc. — all reported plans
- Lmt Mercer Group, Inc. 401(K) Plan (plan 002)
- Lmt Mercer Group, Inc. — all reported plans
- Trump International Hotel & Tower Condominium 401(K) Employe (plan 001)
- Trump International Hotel & Towe — all reported plans
- Pave Academy Charter School 401(K) Retirement Plan (plan 001)
- Pave Academy Charter School — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources