Colton Groome Financial 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, Colton Groome Financial Advisors is reported as a service provider on 10 loaded Form 5500 filing(s) across 10 plan sponsor(s) and 10 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $247,512 and reported indirect compensation totals $28,930.
Reported compensation summary
- Reported direct compensation
- $247,512
- Reported indirect compensation
- $28,930
- Total reported compensation
- $276,442
- Filings
- 10
- Plan sponsors
- 10
- Plans
- 10
- 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 |
|---|---|---|---|
| Bju, Inc. | SC | 1 | $72,521 |
| Blue Ridge Community Health Services Inc. | NC | 1 | $48,340 |
| Western North Carolina Community Health Services, Inc. | NC | 1 | $28,930 |
| Sierra Nevada Brewing Co. | CA | 1 | $24,000 |
| Cloud For Good, LLC | NC | 1 | $22,787 |
| Dave Steel Company, Inc. | NC | 1 | $22,717 |
| Global Lending Services LLC | SC | 1 | $17,000 |
| Raumedic Inc. | NC | 1 | $16,955 |
| Cooperriis, Inc | NC | 1 | $14,584 |
| M.B. Haynes Corporation | NC | 1 | $8,608 |
State footprint
Plans reporting Colton Groome Financial Advisors are sponsored in NC (7), SC (2), CA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bju, Inc. | The Bob Jones University Retirement Fund | 2023 | $72,521 | not reported in the loaded dataset |
| Blue Ridge Community Health Services Inc. | Blue Ridge Community Health Services Inc. Employer'S 403(B) Plan | 2023 | $48,340 | $0 |
| Western North Carolina Community Health Services, Inc. | Western North Carolina Community Health Services 403(B) Retirement Plan | 2023 | $0 | $28,930 |
| Sierra Nevada Brewing Co. | Sierra Nevada Brewing 401(K) Plan | 2023 | $24,000 | not reported in the loaded dataset |
| Cloud For Good, LLC | Cloud For Good, LLC 401(K) Plan | 2023 | $22,787 | not reported in the loaded dataset |
| Dave Steel Company, Inc. | Dave Steel Company, Inc. 401(K) Retirement Plan | 2023 | $22,717 | not reported in the loaded dataset |
| Global Lending Services LLC | Global Lending Services LLC 401(K) Plan | 2023 | $17,000 | not reported in the loaded dataset |
| Raumedic Inc. | Raumedic 401(K) Retirement Plan | 2023 | $16,955 | not reported in the loaded dataset |
| Cooperriis, Inc | Cooperriis, Inc. 403(B) Plan | 2023 | $14,584 | not reported in the loaded dataset |
| M.B. Haynes Corporation | M. B. Haynes Corporation Employee Stock Ownership Plan | 2023 | $8,608 | not reported in the loaded dataset |
Related Form 5500 pages
- The Bob Jones University Retirement Fund (plan 002)
- Bju, Inc. — all reported plans
- Blue Ridge Community Health Services Inc. Employer'S 403(B) Plan (plan 001)
- Blue Ridge Community Health Services Inc. — all reported plans
- Western North Carolina Community Health Services 403(B) Retirement Plan (plan 001)
- Western North Carolina Community Health Services, Inc. — all reported plans
- Sierra Nevada Brewing 401(K) Plan (plan 001)
- Sierra Nevada Brewing Co. — all reported plans
- Cloud For Good, LLC 401(K) Plan (plan 001)
- Cloud For Good, LLC — all reported plans
- Dave Steel Company, Inc. 401(K) Retirement Plan (plan 001)
- Dave Steel Company, Inc. — all reported plans
- Global Lending Services LLC 401(K) Plan (plan 001)
- Global Lending Services LLC — all reported plans
- Raumedic 401(K) Retirement Plan (plan 001)
- Raumedic Inc. — all reported plans
- Cooperriis, Inc. 403(B) Plan (plan 001)
- Cooperriis, Inc — all reported plans
- M. B. Haynes Corporation Employee Stock Ownership Plan (plan 002)
- M.B. Haynes Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources