Fiduciary Experts 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, Fiduciary Experts LLC is reported as a service provider on 3 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 $109,515 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $109,515
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $109,515
- Filings
- 3
- 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 |
|---|---|---|---|
| Longwood Management Corporation | CA | 1 | $65,000 |
| Cordoba Corporation | CA | 1 | $29,515 |
| Heritage Companies, LLC | CA | 1 | $15,000 |
State footprint
Plans reporting Fiduciary Experts LLC are sponsored in CA (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Longwood Management Corporation | Longwood Management Corporation 401(K) Savings Plan | 2023 | $65,000 | not reported in the loaded dataset |
| Cordoba Corporation | Cordoba Corporation 401(K) Plan | 2023 | $29,515 | not reported in the loaded dataset |
| Heritage Companies, LLC | Heritage 401(K) Plan | 2023 | $15,000 | not reported in the loaded dataset |
Related Form 5500 pages
- Longwood Management Corporation 401(K) Savings Plan (plan 001)
- Longwood Management Corporation — all reported plans
- Cordoba Corporation 401(K) Plan (plan 002)
- Cordoba Corporation — all reported plans
- Heritage 401(K) Plan (plan 001)
- Heritage Companies, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources