Clearstead Advisors 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, Clearstead Advisors LLC is reported as a service provider on 36 loaded Form 5500 filing(s) across 28 plan sponsor(s) and 36 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,497,118 and reported indirect compensation totals $25,750.
Reported compensation summary
- Reported direct compensation
- $1,497,118
- Reported indirect compensation
- $25,750
- Total reported compensation
- $1,522,868
- Filings
- 36
- Plan sponsors
- 28
- Plans
- 36
- 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 |
|---|---|---|---|
| Covia Holdings LLC | OH | 2 | $177,857 |
| Materion Corporation | OH | 2 | $166,538 |
| Crown Equipment Corporation | OH | 1 | $120,000 |
| International Association Of Sheet Metal Air, Rail And Transportation | VA | 1 | $104,048 |
| Park Ohio Industres Inc | OH | 1 | $100,181 |
| Rpm International Inc. | OH | 1 | $100,000 |
| Avis Budget Group, Inc. | NJ | 3 | $93,267 |
| Southeastern Ohio Regional Medical Center | OH | 1 | $91,782 |
| Thompson Hine Llp | OH | 1 | $83,644 |
| Invacare Corporation | OH | 1 | $51,500 |
State footprint
Plans reporting Clearstead Advisors LLC are sponsored in OH (19), NJ (6), VA (3), DC (2), PA (2), IN (1), GA (1), FL (1), MD (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Crown Equipment Corporation | Crown Equipment Corporation 401(K) Retirement Savings Plan And Trust | 2023 | $120,000 | not reported in the loaded dataset |
| Covia Holdings Corporation | Covia Holdings Corporation Pension Plan | 2023 | $117,857 | not reported in the loaded dataset |
| International Association Of Sheet Metal Air, Rail And Transportation | Smwia Staff Pension Plan | 2023 | $104,048 | not reported in the loaded dataset |
| Materion Corporation | Materion Corporation Pension Plan | 2023 | $102,186 | not reported in the loaded dataset |
| Park Ohio Industres Inc | Park Ohio Industries And Subsidiaries Pension Plan | 2023 | $100,181 | not reported in the loaded dataset |
| Rpm International Inc. | Rpm International Inc. Retirement Plan | 2023 | $100,000 | not reported in the loaded dataset |
| Southeastern Ohio Regional Medical Center | Southeastern Ohio Regional Medical Center Pension Plan | 2023 | $91,782 | not reported in the loaded dataset |
| Thompson Hine Llp | Thompson Hine Llp Retirement Plan | 2023 | $83,644 | not reported in the loaded dataset |
| Materion Corporation | Materion Corporation Retirement Savings Plan | 2023 | $64,352 | not reported in the loaded dataset |
| Covia Holdings LLC | Covia Retirement Savings Plan | 2023 | $60,000 | not reported in the loaded dataset |
| Invacare Corporation | Invacare Retirement Savings Plan | 2023 | $51,500 | not reported in the loaded dataset |
| Third Federal Savings And Loan Association Of Cleveland | Third Federal Savings Retirement Plan | 2023 | $25,519 | $25,750 |
| Avis Budget Group, Inc. | Avis Budget Group, Inc. Employee Savings Plan | 2023 | $45,000 | not reported in the loaded dataset |
| Avis Rent A Car System, LLC | Avis Rent A Car System, LLC. Pension Plan For Bargaining Hourly Employees | 2023 | $41,953 | not reported in the loaded dataset |
| Travel + Leisure Co. | Travel + Leisure Co. Employee Savings Plan | 2023 | $38,625 | not reported in the loaded dataset |
| International Association Of Sheet Metal Air, Rail And Transportation | Smwia Staff Retiree Health Fund | 2023 | $35,184 | not reported in the loaded dataset |
| Avis Budget Group, Inc. | Avis Rent A Car System, LLC Pension Plan | 2023 | $33,267 | not reported in the loaded dataset |
| Cameron Memorial Community Hospital Inc. | Cameron Memorial Community Hospital Inc Employees' Retirement Plan | 2023 | $30,000 | not reported in the loaded dataset |
| Dealer Tire LLC | Dealer Tire LLC 401(K) Savings Plan | 2023 | $25,062 | not reported in the loaded dataset |
| Cleveland Institute Of Music | Cleveland Institute Of Music Retirement Plan | 2023 | $21,714 | not reported in the loaded dataset |
| Carmeuse Lime, Inc. | Carmeuse Lime, Inc. 401(K) Plan | 2023 | $20,600 | not reported in the loaded dataset |
| Walsh University, Inc. | Walsh University Retirement Plan | 2023 | $20,000 | not reported in the loaded dataset |
| Thales Usa, Inc. | Thales Pension Plan For Certain U.S. Employees | 2023 | $16,864 | not reported in the loaded dataset |
| Hiram College | Hiram College Retirement Plan | 2023 | $15,000 | not reported in the loaded dataset |
| Avis Budget Group, Inc. | Ab Car Rental Services Retirement Savings Plan For Bargaining Hourly Employees | 2023 | $15,000 | not reported in the loaded dataset |
| Bel-Park Anesthesia Associates Inc | Bel-Park Anesthesia Associates Retirement Savings Plan | 2023 | $14,919 | not reported in the loaded dataset |
| Travelport Inc. | Travelport Employee Savings Plan | 2023 | $14,105 | not reported in the loaded dataset |
| Thales Usa, Inc. | Retirement Plan Of Thales Atm, Inc. | 2023 | $13,886 | not reported in the loaded dataset |
| Thales Defense & Security, Inc. | Thales Communications Pension Plan | 2023 | $13,097 | not reported in the loaded dataset |
| Budget Rent A Car System, Inc. | Budget Rent A Car System, Inc. Employees' Pension Plan | 2023 | $12,552 | not reported in the loaded dataset |
| Sheet Metal, Air, Rail, And Transportation (Smart) | Smart Discipline/Income Protection Program | 2023 | $10,850 | not reported in the loaded dataset |
| Smart | Smart Group Vstd Plan And Trust | 2023 | $10,571 | not reported in the loaded dataset |
| Carmeuse Lime, Inc. | Carmeuse Lime, Inc. 401(K) Plan For Bargaining Unit Employees | 2023 | $10,300 | not reported in the loaded dataset |
| Wyndham Hotels & Resorts, Inc. | Wyndham Hotel Group Employee Savings Plan | 2023 | $7,500 | not reported in the loaded dataset |
| Libbey Glass LLC | Libbey Retirement Savings Plan | 2023 | $7,100 | not reported in the loaded dataset |
| Libbey Glass LLC | Libbey Supplemental Retirement Plan | 2023 | $2,900 | not reported in the loaded dataset |
Related Form 5500 pages
- Crown Equipment Corporation 401(K) Retirement Savings Plan And Trust (plan 004)
- Crown Equipment Corporation — all reported plans
- Covia Holdings Corporation Pension Plan (plan 003)
- Covia Holdings Corporation — all reported plans
- Smwia Staff Pension Plan (plan 001)
- International Association Of Sheet Metal Air, Rail And Transportation — all reported plans
- Materion Corporation Pension Plan (plan 001)
- Materion Corporation — all reported plans
- Park Ohio Industries And Subsidiaries Pension Plan (plan 002)
- Park Ohio Industres Inc — all reported plans
- Rpm International Inc. Retirement Plan (plan 010)
- Rpm International Inc. — all reported plans
- Southeastern Ohio Regional Medical Center Pension Plan (plan 001)
- Southeastern Ohio Regional Medical Center — all reported plans
- Thompson Hine Llp Retirement Plan (plan 001)
- Thompson Hine Llp — all reported plans
- Materion Corporation Retirement Savings Plan (plan 003)
- Covia Retirement Savings Plan (plan 014)
- Invacare Retirement Savings Plan (plan 005)
- Invacare Corporation — all reported plans
- Third Federal Savings Retirement Plan (plan 003)
- Third Federal Savings And Loan Association Of Cleveland — all reported plans
- Avis Budget Group, Inc. Employee Savings Plan (plan 002)
- Avis Budget Group, Inc. — all reported plans
- Avis Rent A Car System, LLC. Pension Plan For Bargaining Hourly Employees (plan 021)
- Avis Rent A Car System, LLC — all reported plans
- Travel + Leisure Co. Employee Savings Plan (plan 001)
- Travel + Leisure Co. — all reported plans
- Smwia Staff Retiree Health Fund (plan 504)
- International Association Of Sheet Metal Air, Rail And Transportation — all reported plans
- Avis Rent A Car System, LLC Pension Plan (plan 003)
- Cameron Memorial Community Hospital Inc Employees' Retirement Plan (plan 003)
- Cameron Memorial Community Hospital Inc. — all reported plans
- Dealer Tire LLC 401(K) Savings Plan (plan 001)
- Dealer Tire LLC — all reported plans
- Cleveland Institute Of Music Retirement Plan (plan 001)
- Cleveland Institute Of Music — all reported plans
- Carmeuse Lime, Inc. 401(K) Plan (plan 020)
- Carmeuse Lime, Inc. — all reported plans
- Walsh University Retirement Plan (plan 001)
- Walsh University, Inc. — all reported plans
- Thales Pension Plan For Certain U.S. Employees (plan 001)
- Thales Usa, Inc. — all reported plans
- Hiram College Retirement Plan (plan 001)
- Hiram College — all reported plans
- Ab Car Rental Services Retirement Savings Plan For Bargaining Hourly Employees (plan 005)
- Form 5500 Schedule C explained
- Methodology
- Data sources