Marcum Wealth 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, Marcum Wealth LLC is reported as a service provider on 11 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 11 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $218,692 and reported indirect compensation totals $20,601.
Reported compensation summary
- Reported direct compensation
- $218,692
- Reported indirect compensation
- $20,601
- Total reported compensation
- $239,293
- Filings
- 11
- Plan sponsors
- 11
- Plans
- 11
- 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 |
|---|---|---|---|
| North American Dental Management, LLC | PA | 1 | $79,455 |
| Metal Forming & Coining, LLC | OH | 1 | $28,998 |
| Ameriteam Services, LLC | TN | 1 | $27,085 |
| Cornerstone Innovations. Inc. Dba Diversified Employee Solutions | OH | 1 | $20,601 |
| Best Supply, Inc. | OH | 1 | $19,814 |
| Bescast, Inc. | OH | 1 | $18,800 |
| K & D | OH | 1 | $11,122 |
| Psi Associates, Inc. | OH | 1 | $10,671 |
| Findaway World, LLC | OH | 1 | $9,059 |
| Robots And Pencils, Lp | OH | 1 | $7,044 |
State footprint
Plans reporting Marcum Wealth LLC are sponsored in OH (9), PA (1), TN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| North American Dental Management, LLC | North American Dental Management, LLC 401(K) Plan | 2023 | $79,455 | not reported in the loaded dataset |
| Metal Forming & Coining, LLC | Metal Forming And Coining Corporation 401(K) Plan | 2023 | $28,998 | not reported in the loaded dataset |
| Ameriteam Services, LLC | Teamhealth 401(K) Plan | 2023 | $27,085 | not reported in the loaded dataset |
| Cornerstone Innovations. Inc. Dba Diversified Employee Solutions | Diversified Employee Solutions, Inc. 401(K) Retirement Plan | 2023 | $0 | $20,601 |
| Best Supply, Inc. | Best Supply, Inc. 401(K) Retirement Plan | 2023 | $19,814 | not reported in the loaded dataset |
| Bescast, Inc. | Bescast 401(K) Retirement Plan | 2023 | $18,800 | not reported in the loaded dataset |
| K & D | K & D Management 401(K) Retirement Plan | 2023 | $11,122 | not reported in the loaded dataset |
| Psi Associates, Inc. | Psi Associates, Inc. 401(K) Employees' Retirement Plan And Trust | 2023 | $10,671 | not reported in the loaded dataset |
| Findaway World, LLC | Findaway 401(K) | 2023 | $9,059 | not reported in the loaded dataset |
| Robots And Pencils, Lp | Robots And Pencils, Lp 401(K) Profit Sharing Plan | 2023 | $7,044 | not reported in the loaded dataset |
| Rfd Beaufort, Inc. | Survitec Group Na 401(K) Savings Plan | 2023 | $6,644 | not reported in the loaded dataset |
Related Form 5500 pages
- North American Dental Management, LLC 401(K) Plan (plan 003)
- North American Dental Management, LLC — all reported plans
- Metal Forming And Coining Corporation 401(K) Plan (plan 002)
- Metal Forming & Coining, LLC — all reported plans
- Teamhealth 401(K) Plan (plan 002)
- Ameriteam Services, LLC — all reported plans
- Diversified Employee Solutions, Inc. 401(K) Retirement Plan (plan 001)
- Cornerstone Innovations. Inc. Dba Diversified Employee Solutions — all reported plans
- Best Supply, Inc. 401(K) Retirement Plan (plan 001)
- Best Supply, Inc. — all reported plans
- Bescast 401(K) Retirement Plan (plan 003)
- Bescast, Inc. — all reported plans
- K & D Management 401(K) Retirement Plan (plan 001)
- K & D — all reported plans
- Psi Associates, Inc. 401(K) Employees' Retirement Plan And Trust (plan 001)
- Psi Associates, Inc. — all reported plans
- Findaway 401(K) (plan 001)
- Findaway World, LLC — all reported plans
- Robots And Pencils, Lp 401(K) Profit Sharing Plan (plan 001)
- Robots And Pencils, Lp — all reported plans
- Survitec Group Na 401(K) Savings Plan (plan 001)
- Rfd Beaufort, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources