Deschutes Portfolio Strategy, 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, Deschutes Portfolio Strategy, LLC is reported as a service provider on 4 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $202,623 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $202,623
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $202,623
- Filings
- 4
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Coho Distributing LLC Dba Columbia Distributing | OR | 1 | $149,538 |
| Children'S Clinic, P.C., D/B/A The Childrens Clinic Pc | OR | 1 | $40,258 |
| The Townshend Group, LLC | OR | 1 | $12,827 |
State footprint
Plans reporting Deschutes Portfolio Strategy, LLC are sponsored in OR (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Coho Distributing LLC Dba Columbia Distributing | Columbia Distributing 401(K) Retirement Plan | 2023 | $74,991 | not reported in the loaded dataset |
| Coho Distributing LLC Dba Columbia Distributing | Columbia Distributing 401(K) Retirement Plan | 2023 | $74,547 | not reported in the loaded dataset |
| Children'S Clinic, P.C., D/B/A The Childrens Clinic Pc | Children'S Clinic, P.C. 401(K) Profit Sharing Plan | 2023 | $40,258 | not reported in the loaded dataset |
| The Townshend Group, LLC | The Townshend Group 401(K) Plan | 2023 | $12,827 | not reported in the loaded dataset |
Related Form 5500 pages
- Columbia Distributing 401(K) Retirement Plan (plan 002)
- Coho Distributing LLC Dba Columbia Distributing — all reported plans
- Columbia Distributing 401(K) Retirement Plan (plan 002)
- Children'S Clinic, P.C. 401(K) Profit Sharing Plan (plan 334)
- Children'S Clinic, P.C., D/B/A The Childrens Clinic Pc — all reported plans
- The Townshend Group 401(K) Plan (plan 001)
- The Townshend Group, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources