Colton Groome Financial Advisors, L — 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, L is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $55,139 and reported indirect compensation totals $78,485.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$133.6KDirect + indirect, across loaded filings$133,624
Plans served5
Plan sponsors5
Filings5
Direct vs. indirect compensation
Direct compensation$55.1K
Indirect compensation$78.5K

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation36%M.B. Haynes Corporation
Top state share of plans100%NC
Plan sponsors served5
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Colton Groome Financial Advisors, L. Bars show relative scale.

  1. 1
    NC · 1 plan(s)
  2. 2
  3. 3
  4. 4
    NC · 1 plan(s)
  5. 5
    NC · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Colton Groome Financial Advisors, L are sponsored, by plan count.

  1. 1
    NC5 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
M.B. Haynes CorporationM.B. Haynes 401(K) Plan2023$0$48,000
Haywood Vocational Opportunities, Inc.Haywood Vocational Opportunities, Inc. Retirement Plan2023$35,113$10
Mountain Area Health Education Center, Inc.Mountain Area Health Education Center, Inc. Retirement Plan2023$0$30,475
Brumit Restaurant Group, LLCBrg 401(K) Plan2023$10,335$0
Eliada Homes, Inc.Eliada Homes, Inc. Retirement Plan2023$9,691not reported in the loaded dataset

Related Form 5500 pages