Lutz Financial Services 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, Lutz Financial Services LLC 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 $39,167 and reported indirect compensation totals $25,458.
Reported compensation summary
- Reported direct compensation
- $39,167
- Reported indirect compensation
- $25,458
- Total reported compensation
- $64,625
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Milan Laser Holdings LLC | NE | 1 | $26,083 |
| Paulsen, Inc. | NE | 1 | $25,458 |
| The Charles Schwab Corporation | TX | 1 | $13,084 |
State footprint
Plans reporting Lutz Financial Services LLC are sponsored in NE (2), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Milan Laser Holdings LLC | Milan Holdings Retirement Plan | 2023 | $26,083 | not reported in the loaded dataset |
| Paulsen, Inc. | Paulsen, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $25,458 |
| The Charles Schwab Corporation | Schwabplan Retirement Savings And Investment Plan | 2023 | $13,084 | not reported in the loaded dataset |
Related Form 5500 pages
- Milan Holdings Retirement Plan (plan 001)
- Milan Laser Holdings LLC — all reported plans
- Paulsen, Inc. 401(K) Profit Sharing Plan (plan 001)
- Paulsen, Inc. — all reported plans
- Schwabplan Retirement Savings And Investment Plan (plan 002)
- The Charles Schwab Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources