Lion Street Advisors — 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, Lion Street Advisors is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $186,495 and reported indirect compensation totals $5,730.
Reported compensation summary
- Reported direct compensation
- $186,495
- Reported indirect compensation
- $5,730
- Total reported compensation
- $192,225
- Filings
- 7
- Plan sponsors
- 7
- Plans
- 7
- 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 |
|---|---|---|---|
| Casey'S General Stores Inc. | IA | 1 | $45,000 |
| Facing History And Ourselves, Inc. | MA | 1 | $40,000 |
| Michael Sullivan & Associates | CA | 1 | $38,047 |
| Beacon Credit Union | IN | 1 | $28,119 |
| Dedham Country Day School | MA | 1 | $15,000 |
| Partners In Health, A Non-Profit Corporation | MA | 1 | $13,500 |
| Abcm Corporation | IA | 1 | $12,559 |
State footprint
Plans reporting Lion Street Advisors are sponsored in MA (3), IA (2), CA (1), IN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Casey'S General Stores Inc. | Casey'S General Stores 401(K) Plan | 2023 | $39,312 | $5,688 |
| Facing History And Ourselves, Inc. | Facing History And Ourselves 403(B) Plan | 2023 | $40,000 | not reported in the loaded dataset |
| Michael Sullivan & Associates | Michael Sullivan & Associates 401(K) Profit Sharing Plan | 2023 | $38,030 | $17 |
| Beacon Credit Union | Beacon Credit Union 401(K) Plan And Trust | 2023 | $28,094 | $25 |
| Dedham Country Day School | Dedham Country Day School Dc Retirement Plan | 2023 | $15,000 | not reported in the loaded dataset |
| Partners In Health, A Non-Profit Corporation | Partners In Health 401(K) Plan | 2023 | $13,500 | not reported in the loaded dataset |
| Abcm Corporation | Abcm Corporation 401(K) Profit Sharing Plan | 2023 | $12,559 | not reported in the loaded dataset |
Related Form 5500 pages
- Casey'S General Stores 401(K) Plan (plan 002)
- Casey'S General Stores Inc. — all reported plans
- Facing History And Ourselves 403(B) Plan (plan 001)
- Facing History And Ourselves, Inc. — all reported plans
- Michael Sullivan & Associates 401(K) Profit Sharing Plan (plan 001)
- Michael Sullivan & Associates — all reported plans
- Beacon Credit Union 401(K) Plan And Trust (plan 003)
- Beacon Credit Union — all reported plans
- Dedham Country Day School Dc Retirement Plan (plan 001)
- Dedham Country Day School — all reported plans
- Partners In Health 401(K) Plan (plan 001)
- Partners In Health, A Non-Profit Corporation — all reported plans
- Abcm Corporation 401(K) Profit Sharing Plan (plan 001)
- Abcm Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources