Cliftonlarsonallen, 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, Cliftonlarsonallen, LLC is reported as a service provider on 6 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $87,315 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $87,315
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $87,315
- Filings
- 6
- Plan sponsors
- 4
- Plans
- 5
- 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 |
|---|---|---|---|
| Pentegra Retirement Trust | NY | 2 | $31,751 |
| Dtsv, Inc. | VA | 1 | $25,174 |
| Lockwood Hills Federal, LLC | VA | 1 | $25,121 |
| Alpha Q, Inc. | CT | 1 | $5,269 |
State footprint
Plans reporting Cliftonlarsonallen, LLC are sponsored in NY (2), VA (2), CT (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Dtsv, Inc. | Dtsv, Inc. Health & Welfare Plan | 2023 | $25,174 | not reported in the loaded dataset |
| Lockwood Hills Federal, LLC | Lockwood Hills Federal, LLC Health & Welfare Plan | 2023 | $25,121 | not reported in the loaded dataset |
| Pentegra Retirement Trust | Prt Long Term Growth Equity Portfolio | 2023 | $10,819 | not reported in the loaded dataset |
| Pentegra Retirement Trust | Prt Long Term Growth Fixed-Income Portfolio | 2023 | $10,819 | not reported in the loaded dataset |
| Pentegra Retirement Trust | Prt Long Term Growth Fixed-Income Portfolio | 2023 | $10,113 | not reported in the loaded dataset |
| Alpha Q, Inc. | Alpha Q, Inc. 401(K) Plan | 2023 | $5,269 | not reported in the loaded dataset |
Related Form 5500 pages
- Dtsv, Inc. Health & Welfare Plan (plan 502)
- Dtsv, Inc. — all reported plans
- Lockwood Hills Federal, LLC Health & Welfare Plan (plan 501)
- Lockwood Hills Federal, LLC — all reported plans
- Prt Long Term Growth Equity Portfolio (plan 001)
- Pentegra Retirement Trust — all reported plans
- Prt Long Term Growth Fixed-Income Portfolio (plan 002)
- Prt Long Term Growth Fixed-Income Portfolio (plan 002)
- Alpha Q, Inc. 401(K) Plan (plan 001)
- Alpha Q, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources