Marshall & Sterling Wealth Advisors — 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, Marshall & Sterling Wealth Advisors 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 $52,394 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $52,394
- Reported indirect compensation
- $0
- Total reported compensation
- $52,394
- 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 |
|---|---|---|---|
| Family Services, Inc. | NY | 1 | $24,634 |
| Antilles School, Inc. | VI | 1 | $14,047 |
| Equinox, Inc. | NY | 1 | $13,713 |
State footprint
Plans reporting Marshall & Sterling Wealth Advisors are sponsored in NY (2), VI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Family Services, Inc. | Family Services, Inc. 403(B) Plan | 2023 | $24,634 | not reported in the loaded dataset |
| Antilles School, Inc. | Antilles Schools 403(B) Plan | 2023 | $14,047 | not reported in the loaded dataset |
| Equinox, Inc. | Equinox, Inc. 403(B) Plan | 2023 | $13,713 | $0 |