Gordon Asset Management 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, Gordon Asset Management LLC is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $60,136 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $60,136
- Reported indirect compensation
- $0
- Total reported compensation
- $60,136
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| Phe, Inc. | NC | 1 | $26,816 |
| Southern California Permanente Medical Group | CA | 1 | $15,020 |
| J.P. Thomas & Company | NC | 1 | $11,375 |
| Sun Realty Of Nags Head, Inc. | NC | 1 | $6,925 |
State footprint
Plans reporting Gordon Asset Management LLC are sponsored in NC (3), CA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Phe, Inc. | Phe, Inc. Employees 401(K) And Profit Sharing Plan And Trust | 2023 | $26,816 | not reported in the loaded dataset |
| Southern California Permanente Medical Group | Scpmg Keogh Plan | 2023 | $15,020 | not reported in the loaded dataset |
| J.P. Thomas & Company | J.P. Thomas & Company 401(K) Plan | 2023 | $11,375 | $0 |
| Sun Realty Of Nags Head, Inc. | Sun Realty Of Nags Head, Inc. 401(K) Plan | 2023 | $6,925 | not reported in the loaded dataset |
Related Form 5500 pages
- Phe, Inc. Employees 401(K) And Profit Sharing Plan And Trust (plan 001)
- Phe, Inc. — all reported plans
- Scpmg Keogh Plan (plan 008)
- Southern California Permanente Medical Group — all reported plans
- J.P. Thomas & Company 401(K) Plan (plan 001)
- J.P. Thomas & Company — all reported plans
- Sun Realty Of Nags Head, Inc. 401(K) Plan (plan 001)
- Sun Realty Of Nags Head, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources