Expand Financial — 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, Expand Financial is reported as a service provider on 8 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $74,593 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $74,593
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $74,593
- Filings
- 8
- Plan sponsors
- 8
- Plans
- 8
- 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 |
|---|---|---|---|
| Parametric Solutions Inc. | FL | 1 | $21,620 |
| Wesco Turf, Inc. | FL | 1 | $11,027 |
| Rocky Vista University, LLC | CO | 1 | $9,390 |
| Sovrn Holdings, Inc. | CO | 1 | $8,460 |
| Urology Associates, P.C. | CO | 1 | $7,768 |
| Automox, Inc. | CO | 1 | $6,445 |
| Arb Midstream Management LLC | CO | 1 | $5,383 |
| Paramount Can Co. Inc. | CA | 1 | $4,500 |
State footprint
Plans reporting Expand Financial are sponsored in CO (5), FL (2), CA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Parametric Solutions Inc. | Parametric Solutions Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $21,620 | not reported in the loaded dataset |
| Wesco Turf, Inc. | Wesco Turf, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $11,027 | not reported in the loaded dataset |
| Rocky Vista University, LLC | Rocky Vista University, LLC 401(K) Retirement Plan | 2023 | $9,390 | not reported in the loaded dataset |
| Sovrn Holdings, Inc. | Sovrn 401(K) Plan | 2023 | $8,460 | not reported in the loaded dataset |
| Urology Associates, P.C. | Employee Profit Sharing And Salary Reduction Plan Of Urology Associates, P.C. | 2023 | $7,768 | not reported in the loaded dataset |
| Automox, Inc. | Automox, Inc. 401(K) Plan | 2023 | $6,445 | not reported in the loaded dataset |
| Arb Midstream Management LLC | Arb Midstream Management LLC 401(K) Plan | 2023 | $5,383 | not reported in the loaded dataset |
| Paramount Can Co. Inc. | Paramount Can Co. Inc. 401k Plan & Trust | 2023 | $4,500 | not reported in the loaded dataset |
Related Form 5500 pages
- Parametric Solutions Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Parametric Solutions Inc. — all reported plans
- Wesco Turf, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Wesco Turf, Inc. — all reported plans
- Rocky Vista University, LLC 401(K) Retirement Plan (plan 001)
- Rocky Vista University, LLC — all reported plans
- Sovrn 401(K) Plan (plan 001)
- Sovrn Holdings, Inc. — all reported plans
- Employee Profit Sharing And Salary Reduction Plan Of Urology Associates, P.C. (plan 001)
- Urology Associates, P.C. — all reported plans
- Automox, Inc. 401(K) Plan (plan 001)
- Automox, Inc. — all reported plans
- Arb Midstream Management LLC 401(K) Plan (plan 001)
- Arb Midstream Management LLC — all reported plans
- Paramount Can Co. Inc. 401k Plan & Trust (plan 001)
- Paramount Can Co. Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources