Lion Street Advisors 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, Lion Street Advisors LLC is reported as a service provider on 28 loaded Form 5500 filing(s) across 28 plan sponsor(s) and 28 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $781,779 and reported indirect compensation totals $13,223.
Reported compensation summary
- Reported direct compensation
- $781,779
- Reported indirect compensation
- $13,223
- Total reported compensation
- $795,002
- Filings
- 28
- Plan sponsors
- 28
- Plans
- 28
- 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 |
|---|---|---|---|
| Modern Holdings, Inc. | IA | 1 | $67,472 |
| Bowman Consulting Group, Ltd. | VA | 1 | $52,000 |
| Marshalltown Company | IA | 1 | $50,956 |
| Boston Ivf, LLC | MA | 1 | $50,000 |
| Customink, LLC | VA | 1 | $44,000 |
| Urc, LLC | MA | 1 | $42,489 |
| Epoch Senior Living, LLC | MA | 1 | $39,961 |
| Leatherman Tool Group, Inc. | OR | 1 | $36,897 |
| Rand Construction Corporation | VA | 1 | $36,852 |
| Austin Hardware & Supply, Inc. | MO | 1 | $35,515 |
State footprint
Plans reporting Lion Street Advisors LLC are sponsored in MA (11), VA (5), IA (4), MD (2), OR (2), MO (1), MS (1), IL (1), CA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Modern Holdings, Inc. | Modern Profit Sharing 401(K) Plan | 2023 | $67,472 | $0 |
| Bowman Consulting Group, Ltd. | Bowman Consulting Group, Ltd. Retirement Plan | 2023 | $52,000 | not reported in the loaded dataset |
| Marshalltown Company | Marshalltown Company 401(K) Savings Plan | 2023 | $50,956 | not reported in the loaded dataset |
| Boston Ivf, LLC | Boston Ivf 401(K) Plan | 2023 | $50,000 | not reported in the loaded dataset |
| Customink, LLC | Customink, LLC 401(K) Savings Plan | 2023 | $44,000 | not reported in the loaded dataset |
| Urc, LLC | Uno Restaurant Corporation 401(K) Savings Plan | 2023 | $42,489 | not reported in the loaded dataset |
| Epoch Senior Living, LLC | Epoch Senior Living 401(K) Plan | 2023 | $39,961 | not reported in the loaded dataset |
| Leatherman Tool Group, Inc. | Leatherman Tool Group 401(K) Retirement Plan | 2023 | $36,897 | not reported in the loaded dataset |
| Rand Construction Corporation | Rand Construction Corporation 401(K) Retirement Plan | 2023 | $36,852 | $0 |
| Austin Hardware & Supply, Inc. | Austin Hardware & Supply, Inc. 401(K) Profit Sharing Plan | 2023 | $35,515 | not reported in the loaded dataset |
| Robert Charles Lesser & Co., LLC | Robert Charles Lesser & Co., LLC Cash Or Deferred Profit Sharing Plan And Trust | 2023 | $34,918 | not reported in the loaded dataset |
| Vistra Usa Inc. | Vistra Usa Inc., 401(K) Plan | 2023 | $33,729 | not reported in the loaded dataset |
| Purple Strategies, LLC | Purple Strategies 401(K) Retirement Plan | 2023 | $31,900 | not reported in the loaded dataset |
| Monterey Bay Aquarium Research Institute | Monterey Bay Aquarium Research Institute 403(B) Plan | 2023 | $27,500 | not reported in the loaded dataset |
| Frm Socks LLC | Fox River Mills 401(K) Plan | 2023 | $21,250 | not reported in the loaded dataset |
| Abbott Laboratories Ees C/U | Alec 401(K) Retirement Plan | 2023 | $20,263 | $0 |
| Leader Bank | Leader Bank 401k Plan | 2023 | $20,000 | not reported in the loaded dataset |
| Oxfam America, Inc. | Oxfam America 403(B) Plan | 2023 | $19,000 | not reported in the loaded dataset |
| Ripple Effect Communications, Inc. | Ripple Effect Communications Retirement Savings Plan | 2023 | $17,476 | not reported in the loaded dataset |
| Lincoln Institute Of Land Policy | Lincoln Institute Of Land Policy 403(B) Retirement Plan | 2023 | $15,000 | not reported in the loaded dataset |
| Yokohama Off Highway Tires America, Inc. | Yokohama Off Highway Tires America, Inc. 401(K) Profit Sharing Plan | 2023 | $15,000 | not reported in the loaded dataset |
| Stavis Seafoods, LLC | Stavis Seafoods, LLC Profit Sharing Plan & Trust | 2023 | $14,583 | not reported in the loaded dataset |
| Tsymmetry Inc. | Tsymmetry 401(K)Profit Sharing Plan And Trust | 2023 | $13,945 | not reported in the loaded dataset |
| Sound Security, Inc. | Sonitrol Pacific 401(K) Retirement Plan | 2023 | $0 | $13,223 |
| The Isabella Stewart Gardner Museum | The Isabella Stewart Gardner Museum 403(B) Plan | 2023 | $12,000 | not reported in the loaded dataset |
| First Mainstreet Insurance, L.C. | First Mainstreet Insurance, L.C. 401(K) Plan | 2023 | $10,910 | not reported in the loaded dataset |
| Riverdale Mills Corporation | Riverdale Mills Corporation 401(K) Profit Sharing Plan | 2023 | $10,000 | not reported in the loaded dataset |
| Hmc Management Services, Inc. | Hmc Management Services, Inc. Retirement Plan | 2023 | $8,163 | not reported in the loaded dataset |
Related Form 5500 pages
- Modern Profit Sharing 401(K) Plan (plan 005)
- Modern Holdings, Inc. — all reported plans
- Bowman Consulting Group, Ltd. Retirement Plan (plan 001)
- Bowman Consulting Group, Ltd. — all reported plans
- Marshalltown Company 401(K) Savings Plan (plan 002)
- Marshalltown Company — all reported plans
- Boston Ivf 401(K) Plan (plan 001)
- Boston Ivf, LLC — all reported plans
- Customink, LLC 401(K) Savings Plan (plan 002)
- Customink, LLC — all reported plans
- Uno Restaurant Corporation 401(K) Savings Plan (plan 002)
- Urc, LLC — all reported plans
- Epoch Senior Living 401(K) Plan (plan 001)
- Epoch Senior Living, LLC — all reported plans
- Leatherman Tool Group 401(K) Retirement Plan (plan 001)
- Leatherman Tool Group, Inc. — all reported plans
- Rand Construction Corporation 401(K) Retirement Plan (plan 001)
- Rand Construction Corporation — all reported plans
- Austin Hardware & Supply, Inc. 401(K) Profit Sharing Plan (plan 001)
- Austin Hardware & Supply, Inc. — all reported plans
- Robert Charles Lesser & Co., LLC Cash Or Deferred Profit Sharing Plan And Trust (plan 002)
- Robert Charles Lesser & Co., LLC — all reported plans
- Vistra Usa Inc., 401(K) Plan (plan 002)
- Vistra Usa Inc. — all reported plans
- Purple Strategies 401(K) Retirement Plan (plan 001)
- Purple Strategies, LLC — all reported plans
- Monterey Bay Aquarium Research Institute 403(B) Plan (plan 002)
- Monterey Bay Aquarium Research Institute — all reported plans
- Fox River Mills 401(K) Plan (plan 001)
- Frm Socks LLC — all reported plans
- Alec 401(K) Retirement Plan (plan 001)
- Abbott Laboratories Ees C/U — all reported plans
- Leader Bank 401k Plan (plan 001)
- Leader Bank — all reported plans
- Oxfam America 403(B) Plan (plan 002)
- Oxfam America, Inc. — all reported plans
- Ripple Effect Communications Retirement Savings Plan (plan 001)
- Ripple Effect Communications, Inc. — all reported plans
- Lincoln Institute Of Land Policy 403(B) Retirement Plan (plan 001)
- Lincoln Institute Of Land Policy — all reported plans
- Yokohama Off Highway Tires America, Inc. 401(K) Profit Sharing Plan (plan 001)
- Yokohama Off Highway Tires America, Inc. — all reported plans
- Stavis Seafoods, LLC Profit Sharing Plan & Trust (plan 004)
- Stavis Seafoods, LLC — all reported plans
- Tsymmetry 401(K)Profit Sharing Plan And Trust (plan 001)
- Tsymmetry Inc. — all reported plans
- Sonitrol Pacific 401(K) Retirement Plan (plan 001)
- Sound Security, Inc. — all reported plans
- The Isabella Stewart Gardner Museum 403(B) Plan (plan 002)
- The Isabella Stewart Gardner Museum — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources