Marietta Wealth Management — 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, Marietta Wealth Management 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 $208,815 and reported indirect compensation totals $40,558.
Reported compensation summary
- Reported direct compensation
- $208,815
- Reported indirect compensation
- $40,558
- Total reported compensation
- $249,373
- 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 |
|---|---|---|---|
| The Wrench Group | GA | 1 | $163,874 |
| Jackson Spalding, Inc. | GA | 1 | $44,941 |
| Octapharma Usa, Inc. | NJ | 1 | $40,558 |
State footprint
Plans reporting Marietta Wealth Management are sponsored in GA (2), NJ (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| The Wrench Group | The Wrench Group Retirement Plan | 2023 | $163,874 | not reported in the loaded dataset |
| Jackson Spalding, Inc. | Jackson Spalding, Inc. Profit Sharing 401(K) Plan | 2023 | $44,941 | not reported in the loaded dataset |
| Octapharma Usa, Inc. | Octapharma Usa, Inc. Retirement 401(K) Plan | 2023 | $0 | $40,558 |
Related Form 5500 pages
- The Wrench Group Retirement Plan (plan 001)
- The Wrench Group — all reported plans
- Jackson Spalding, Inc. Profit Sharing 401(K) Plan (plan 001)
- Jackson Spalding, Inc. — all reported plans
- Octapharma Usa, Inc. Retirement 401(K) Plan (plan 001)
- Octapharma Usa, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources