Cliftonlarsonallen Wealth Advisors — 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 Wealth Advisors is reported as a service provider on 19 loaded Form 5500 filing(s) across 19 plan sponsor(s) and 19 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $380,001 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $380,001
- Reported indirect compensation
- $0
- Total reported compensation
- $380,001
- Filings
- 19
- Plan sponsors
- 19
- Plans
- 19
- 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 |
|---|---|---|---|
| Donatelle Plastics, Inc. | MN | 1 | $35,000 |
| Modern Manufacturing & Engineering Inc. | MN | 1 | $34,362 |
| Wampole Miller, Inc. | PA | 1 | $30,482 |
| Tti, Inc. | WI | 1 | $29,692 |
| Boulder Valley Gastroenterology, Inc. | CO | 1 | $29,329 |
| Strategies 360, Inc. | WA | 1 | $27,363 |
| Santa Fe Preparatory School | NM | 1 | $26,717 |
| Window Solutions, Inc. | WI | 1 | $25,361 |
| Lee Beverage Of Wisconsin, LLC | WI | 1 | $19,892 |
| Wiers Farm, Inc. | OH | 1 | $19,280 |
State footprint
Plans reporting Cliftonlarsonallen Wealth Advisors are sponsored in WI (5), IL (2), MN (2), OH (2), PA (2), WA (2), RI (1), TX (1), NM (1), CO (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Donatelle Plastics, Inc. | Donatelle Plastics, Inc. 401(K) Salary Reduction Plan | 2023 | $35,000 | not reported in the loaded dataset |
| Modern Manufacturing & Engineering Inc. | Modern Manufacturing & Engineering Inc. Retirement/Savings Plan | 2023 | $34,362 | not reported in the loaded dataset |
| Wampole Miller, Inc. | Miller Bros. Electrical Contractors 401(K) Plan | 2023 | $30,482 | $0 |
| Tti, Inc. | Tti Inc. 401(K) Profit Sharing Plan | 2023 | $29,692 | not reported in the loaded dataset |
| Boulder Valley Gastroenterology, Inc. | Boulder Valley Gastroenterology, Inc. Profit Sharing Plan | 2023 | $29,329 | not reported in the loaded dataset |
| Strategies 360, Inc. | Strategies 360, Inc. 401(K) Profit Sharing Plan | 2023 | $27,363 | not reported in the loaded dataset |
| Santa Fe Preparatory School | Santa Fe Preparatory School Dc Retirement Plan | 2023 | $26,717 | not reported in the loaded dataset |
| Window Solutions, Inc. | Window Solutions 401(K) Plan | 2023 | $25,361 | not reported in the loaded dataset |
| Lee Beverage Of Wisconsin, LLC | Lee Beverage Of Wisconsin, LLC 401(K) Plan | 2023 | $19,892 | not reported in the loaded dataset |
| Wiers Farm, Inc. | Wiers Farm, Inc./Dutch Maid Logistics, Inc. 401(K) Retirement Plan | 2023 | $19,280 | not reported in the loaded dataset |
| Orthopedic & Sports Institute Of The Fox Valley Sc | Orthopedic & Sports Institute Of The Fox Valley Sc 401(K) Profit Sharing Plan | 2023 | $15,432 | not reported in the loaded dataset |
| Frickers Usa, LLC | Fricker'S Usa, LLC 401(K) Plan | 2023 | $14,805 | not reported in the loaded dataset |
| T.A.S.C. Inc. | T.A.S.C. Inc. Employee Retirement Plan | 2023 | $13,355 | not reported in the loaded dataset |
| Cedar Grove Warehouse Inc | Cedar Grove Warehouse Inc 401(K) Plan | 2023 | $12,663 | not reported in the loaded dataset |
| Staton Holdings, Inc. | Staton Holdings, Inc. 401(K) Profit Sharing Plan | 2023 | $12,411 | not reported in the loaded dataset |
| Torden LLC | Torden LLC 401(K) Profit Sharing Plan And Trust | 2023 | $12,007 | not reported in the loaded dataset |
| Golden West Packaging Group | Allpak Container, LLC Retirement Savings Plan | 2023 | $11,164 | not reported in the loaded dataset |
| One Off Hospitality Group, Ltd. | One Off Hospitality Group, Ltd. 401(K) Plan | 2023 | $10,686 | not reported in the loaded dataset |
| Liberty Healthcare Corporation | Liberty Healthcare Corporation Savings Plan | 2023 | $0 | not reported in the loaded dataset |
Related Form 5500 pages
- Donatelle Plastics, Inc. 401(K) Salary Reduction Plan (plan 002)
- Donatelle Plastics, Inc. — all reported plans
- Modern Manufacturing & Engineering Inc. Retirement/Savings Plan (plan 001)
- Modern Manufacturing & Engineering Inc. — all reported plans
- Miller Bros. Electrical Contractors 401(K) Plan (plan 001)
- Wampole Miller, Inc. — all reported plans
- Tti Inc. 401(K) Profit Sharing Plan (plan 001)
- Tti, Inc. — all reported plans
- Boulder Valley Gastroenterology, Inc. Profit Sharing Plan (plan 002)
- Boulder Valley Gastroenterology, Inc. — all reported plans
- Strategies 360, Inc. 401(K) Profit Sharing Plan (plan 001)
- Strategies 360, Inc. — all reported plans
- Santa Fe Preparatory School Dc Retirement Plan (plan 001)
- Santa Fe Preparatory School — all reported plans
- Window Solutions 401(K) Plan (plan 002)
- Window Solutions, Inc. — all reported plans
- Lee Beverage Of Wisconsin, LLC 401(K) Plan (plan 002)
- Lee Beverage Of Wisconsin, LLC — all reported plans
- Wiers Farm, Inc./Dutch Maid Logistics, Inc. 401(K) Retirement Plan (plan 001)
- Wiers Farm, Inc. — all reported plans
- Orthopedic & Sports Institute Of The Fox Valley Sc 401(K) Profit Sharing Plan (plan 001)
- Orthopedic & Sports Institute Of The Fox Valley Sc — all reported plans
- Fricker'S Usa, LLC 401(K) Plan (plan 001)
- Frickers Usa, LLC — all reported plans
- T.A.S.C. Inc. Employee Retirement Plan (plan 001)
- T.A.S.C. Inc. — all reported plans
- Cedar Grove Warehouse Inc 401(K) Plan (plan 001)
- Cedar Grove Warehouse Inc — all reported plans
- Staton Holdings, Inc. 401(K) Profit Sharing Plan (plan 001)
- Staton Holdings, Inc. — all reported plans
- Torden LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Torden LLC — all reported plans
- Allpak Container, LLC Retirement Savings Plan (plan 001)
- Golden West Packaging Group — all reported plans
- One Off Hospitality Group, Ltd. 401(K) Plan (plan 001)
- One Off Hospitality Group, Ltd. — all reported plans
- Liberty Healthcare Corporation Savings Plan (plan 001)
- Liberty Healthcare Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources