Financial Designs Wealth Management — 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, Financial Designs Wealth Management 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 $7,826 and reported indirect compensation totals $14,555.
Reported compensation dashboard
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
Employers reporting the most compensation to Financial Designs Wealth Management. Bars show relative scale.
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State footprint
States where plans reporting Financial Designs Wealth Management are sponsored, by plan count.
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Vertilux Limited | Vertilux Ltd Usa 401(K) Profit Sharing Plan & Trust | 2023 | $0 | $7,839 |
| Transpro Holdings Group, Inc. | Carolina Freightways, Inc. 401(K) Plan | 2023 | $7,826 | not reported in the loaded dataset |
| Concrete Holdings & Services, LLC | C & C Concrete 401(K) Plan | 2023 | $0 | $6,716 |
Related Form 5500 pages
- Vertilux Ltd Usa 401(K) Profit Sharing Plan & Trust (plan 001)
- Vertilux Limited — all reported plans
- Carolina Freightways, Inc. 401(K) Plan (plan 001)
- Transpro Holdings Group, Inc. — all reported plans
- C & C Concrete 401(K) Plan (plan 001)
- Concrete Holdings & Services, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources