Note Advisors 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, Note Advisors 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 $79,638 and reported indirect compensation totals $0.
Reported compensation dashboard
Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.
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.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Note Advisors LLC. Bars show relative scale.
- 1
- 2
- 3
State footprint
Where Note Advisors LLC appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.
- 1NY3 plan(s)
City footprint
Cities where plans reporting Note Advisors LLC are sponsored, by plan count.
- 1Orchard Park, NY2 plan(s)
- 2Buffalo, NY1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1
- 2
- 3National Property Management Associates, Inc., NY · Direct $11.6K · Indirect $0 · 2023
Frequently asked questions
- What does Form 5500 Schedule C report about Note Advisors LLC?
- Public Form 5500 Schedule C filings report compensation paid to Note Advisors LLC as a plan service provider. Across loaded filings, total reported compensation is $79,638.
- How many plans report Note Advisors LLC as a service provider?
- Note Advisors LLC appears on 3 loaded plan(s) across 3 sponsor(s).
Related Form 5500 pages
- Personal Computers, Inc. (plan 001)
- Personal Computers, Inc. — all reported plans
- Boston Valley Pottery 401(K) Plan (plan 001)
- Boston Valley Terra Cotta, LLC — all reported plans
- National Property Management Associates Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- National Property Management Associates, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources