Marks Group 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, Marks Group Wealth Management is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $80,000 and reported indirect compensation totals $90,555.
Reported compensation summary
- Reported direct compensation
- $80,000
- Reported indirect compensation
- $90,555
- Total reported compensation
- $170,555
- Filings
- 2
- Plan sponsors
- 2
- Plans
- 2
- 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 |
|---|---|---|---|
| Affinity Plus Federal Credit Union | MN | 1 | $90,555 |
| Bwbr Architects, Inc. | MN | 1 | $80,000 |
State footprint
Plans reporting Marks Group Wealth Management are sponsored in MN (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Affinity Plus Federal Credit Union | Affinity Plus 401(K) Retirement Plan | 2023 | $0 | $90,555 |
| Bwbr Architects, Inc. | Bwbr Architects, Inc. Profit Sharing And 401(K) Plan | 2023 | $80,000 | not reported in the loaded dataset |