Lji Wealth 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, Lji Wealth Management, LLC 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 $144,862 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $144,862
- Reported indirect compensation
- $0
- Total reported compensation
- $144,862
- 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 |
|---|---|---|---|
| Alacrity Solutions Group, LLC | IN | 1 | $43,795 |
| Birge & Held Asset Management, LLC | IN | 1 | $21,229 |
| Ehh Holdco, Inc. | UT | 1 | $19,496 |
| Buchanan Group, Inc. | IN | 1 | $17,415 |
| United Methodist Memorial Home | IN | 1 | $15,985 |
| Lockhart Automotive Group, Inc. | IN | 1 | $15,716 |
| Cornerstone Industries Corp | IN | 1 | $11,226 |
State footprint
Plans reporting Lji Wealth Management, LLC are sponsored in IN (6), UT (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Alacrity Solutions Group, LLC | Alacrity Solutions Group, LLC 401(K) Plan | 2023 | $43,795 | not reported in the loaded dataset |
| Birge & Held Asset Management, LLC | Birge & Held Asset Management, LLC 401(K) Plan | 2023 | $21,229 | not reported in the loaded dataset |
| Ehh Holdco, Inc. | Fortis Health Retirement Plan | 2023 | $19,496 | not reported in the loaded dataset |
| Buchanan Group, Inc. | Buchanan Group, Inc. 401(K) Retirement Plan | 2023 | $17,415 | $0 |
| United Methodist Memorial Home | Ummh 401(K) Plan | 2023 | $15,985 | not reported in the loaded dataset |
| Lockhart Automotive Group, Inc. | Lockhart Automotive Group 401(K) Profit Sharing Plan | 2023 | $15,716 | $0 |
| Cornerstone Industries Corp | Cornerstone 401(K) Retirement Plan | 2023 | $11,226 | $0 |
Related Form 5500 pages
- Alacrity Solutions Group, LLC 401(K) Plan (plan 001)
- Alacrity Solutions Group, LLC — all reported plans
- Birge & Held Asset Management, LLC 401(K) Plan (plan 001)
- Birge & Held Asset Management, LLC — all reported plans
- Fortis Health Retirement Plan (plan 001)
- Ehh Holdco, Inc. — all reported plans
- Buchanan Group, Inc. 401(K) Retirement Plan (plan 001)
- Buchanan Group, Inc. — all reported plans
- Ummh 401(K) Plan (plan 001)
- United Methodist Memorial Home — all reported plans
- Lockhart Automotive Group 401(K) Profit Sharing Plan (plan 001)
- Lockhart Automotive Group, Inc. — all reported plans
- Cornerstone 401(K) Retirement Plan (plan 001)
- Cornerstone Industries Corp — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources