Osaic Wealth, Inc. — 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, Osaic Wealth, Inc. is reported as a service provider on 180 loaded Form 5500 filing(s) across 177 plan sponsor(s) and 179 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,693,930 and reported indirect compensation totals $1,609,343.
Reported compensation summary
- Reported direct compensation
- $2,693,930
- Reported indirect compensation
- $1,609,343
- Total reported compensation
- $4,303,273
- Filings
- 180
- Plan sponsors
- 177
- Plans
- 179
- 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 |
|---|---|---|---|
| Kintetsu World Express (U.S.A.), Inc. | NY | 1 | $180,035 |
| Innocean Worldwide Americas, LLC | CA | 1 | $126,452 |
| Braman Motors, Inc. | FL | 1 | $118,752 |
| Judge Rotenberg Educational Center, Inc. | MA | 1 | $92,117 |
| Chattanooga Orthopaedic Group P.C. | TN | 1 | $88,970 |
| The Heritage Automotive Group, Inc. | VT | 1 | $84,437 |
| Dccm, LLC | TX | 1 | $82,783 |
| Anesthesia Practice Consultants, P.C. | MI | 1 | $81,151 |
| Yark Automotive Group | OH | 1 | $69,700 |
| Adnet Systems, Inc. | MD | 1 | $68,225 |
State footprint
Plans reporting Osaic Wealth, Inc. are sponsored in VA (23), NY (16), OH (14), CA (12), MI (9), MA (8), SC (8), FL (7), NM (7), AL (7), TX (7), GA (6).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Kintetsu World Express (U.S.A.), Inc. | Kintetsu World Express (U.S.A.), Inc. Employees 401(K) Plan | 2023 | $180,035 | not reported in the loaded dataset |
| Innocean Worldwide Americas, LLC | Innocean Worldwide Americas, LLC 401(K) Plan | 2023 | $126,452 | not reported in the loaded dataset |
| Braman Motors, Inc. | Braman Dealerships 401(K) Plan | 2023 | $0 | $118,752 |
| Judge Rotenberg Educational Center, Inc. | Judge Rotenberg Educational Center, Inc. Retiremen | 2023 | $0 | $92,117 |
| Chattanooga Orthopaedic Group P.C. | Chattanooga Orthopaedic Group, P.C. 401(K) Profit Sharing Plan | 2023 | $88,970 | not reported in the loaded dataset |
| The Heritage Automotive Group, Inc. | The Heritage Automotive Group, Inc. 401(K) Profit Sharing Plan | 2023 | $84,416 | $21 |
| Dccm, LLC | Dccm, LLC 401(K) Plan | 2023 | $82,783 | not reported in the loaded dataset |
| Anesthesia Practice Consultants, P.C. | Anesthesia Practice Consultants, P.C. Savings And Retirement Plan | 2023 | $81,151 | not reported in the loaded dataset |
| Yark Automotive Group | Yark Automotive Group 401(K) And Profit Sharing Plan | 2023 | $69,700 | not reported in the loaded dataset |
| Adnet Systems, Inc. | Adnet Systems, Inc. 401(K) Plan | 2023 | $68,225 | not reported in the loaded dataset |
| Mahr Inc. | Mahr Inc. Employees 401(K) Plan | 2023 | $0 | $61,961 |
| Dick Anderson Construction, Inc. | Dick Anderson Construction, Inc. Profit Sharing Plan | 2023 | $61,728 | not reported in the loaded dataset |
| Hospital Espanol Auxilio Mutuo De Puerto Rico Inc | Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan | 2023 | $0 | $56,000 |
| Arrow Tru-Line, Inc. | Arrow Tru-Line, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $55,893 | not reported in the loaded dataset |
| Anesthesiologists Associated, Pc | Anesthesiologists Associated, Pc 401(K) Profit Sharing Retirement Plan | 2023 | $55,500 | not reported in the loaded dataset |
| Astec Industries, Inc. | Astec Industries, Inc. 401(K) Retirement Plan | 2023 | $54,950 | not reported in the loaded dataset |
| Hitachi Astemo Americas | Hitachi Astemo Findlay, Inc. Associates' Retirement Savings Plan | 2023 | $48,638 | not reported in the loaded dataset |
| Axiologic Solutions, LLC | Axiologic Solutions 401(K) Plan | 2023 | $0 | $47,669 |
| Worldcom Exchange, Inc. | Worldcom Exchange, Inc. 401(K) Plan | 2023 | $47,390 | not reported in the loaded dataset |
| Igus Bearings, Inc. | Igus Bearings, Inc. 401(K) Plan | 2023 | $0 | $46,687 |
| Steet/Ponte, Inc. | Steet Toyota, Inc 401(K) Plan | 2023 | $0 | $46,568 |
| Innovative Systems, LLC | Innovative Systems, LLC 401(K) Plan | 2023 | $46,284 | not reported in the loaded dataset |
| The New England Center For Children Inc. | The New England Center For Children, Inc. Tax Deferred Annuity Plan | 2023 | $0 | $45,983 |
| Vantage Point Solutions, Inc. | Vantage Point Solutions 401(K) Plan | 2023 | $45,797 | not reported in the loaded dataset |
| The Orthopaedic And Fracture Clinic, P.A. | The Orthopaedic And Fracture Clinic, P.A. Profit Sharing Plan | 2023 | $45,000 | not reported in the loaded dataset |
| Community Health Network Of Connecticut, Inc. | Community Health Network Of Connecticut, Inc. 401(K) Plan | 2023 | $14,189 | $29,174 |
| Juice Pharma Worldwide, LLC | Juice Pharma Worldwide, LLC 401(K) Profit Sharing Plan | 2023 | $43,273 | not reported in the loaded dataset |
| Andersen Material Handling, Inc. | Andersen Material Handling 401(K) Plan | 2023 | $0 | $42,488 |
| Spb Hospitality LLC | Spb Hospitality LLC Retirement Savings Plan | 2023 | $41,642 | not reported in the loaded dataset |
| Belimed, Inc. | Belimed, Inc. 401(K) Plan | 2023 | $40,454 | not reported in the loaded dataset |
| Automall Payroll Services Ltd | Automall Payroll Services Ltd 401(K) Plan And Trust | 2023 | $0 | $38,895 |
| Orville'S Appliance, Inc. | Orville'S Appliance, Inc. 401(K) Plan | 2023 | $0 | $38,319 |
| Concordance Healthcare Solutions | Concordance Healthcare Solutions 401(K) Retirement Plan | 2023 | $37,017 | not reported in the loaded dataset |
| Kaufman Engineered Systems, Inc. | Kaufman Engineered Systems, Inc. Profit Sharing And 401(K) Plan And Trust | 2023 | $36,886 | not reported in the loaded dataset |
| Intercare Community Health Network | Intercare Community Health Network 401(K) Retirement Plan | 2023 | $0 | $36,762 |
| Birmingham Heart Clinic, Pc | Birmingham Heart Clinic, P. C. Profit Sharing Plan | 2023 | $36,199 | $54 |
| Fetter Health Care Network, Inc. | Fetter Health Care Network, Inc. 403(B) Tax-Sheltered Annuity Plan | 2023 | $35,815 | not reported in the loaded dataset |
| Sfmc, Lp Dba Service First Mortgage Company | Sfmc 401(K) Plan | 2023 | $34,871 | not reported in the loaded dataset |
| Kay Automotive Graphics | Kay Automotive Graphics Tax Deferred Savings Plan & Trust | 2023 | $34,156 | $7 |
| Explore Charter Schools Of Brooklyn | Explore Charter Schools Of Brooklyn 403(B) Plan | 2023 | $0 | $33,785 |
| T.L. Cannon Corporation | T.L. Cannon 401(K) Plan | 2023 | $0 | $32,673 |
| Consolidated Machine & Tool Holdings, LLC | Consolidated Machine & Tool Holdings LLC 401(K) Plan | 2023 | $32,547 | not reported in the loaded dataset |
| Marine Repair Services Of New York, LLC | Marine Repair Services Of New York, LLC 401(K) Plan | 2023 | $31,653 | $0 |
| Allen Edwin Residential Builder, LLC | Allen Edwin Residential Builders 401(K) Retirement Plan | 2023 | $31,637 | not reported in the loaded dataset |
| Tap Plastics, Inc. | Tap Plastics Profit Sharing 401(K) Plan | 2023 | $0 | $31,412 |
| Capital Management Services, Lp | Capital Management Services, Lp 401(K) Retirement Plan | 2023 | $0 | $31,277 |
| Public Preparatory Network, Inc. | Public Preparatory Network, Inc. 403(B) Plan | 2023 | $30,439 | not reported in the loaded dataset |
| Jasco Products Company LLC | Jasco Products Company LLC 401(K) Profit Sharing Plan | 2023 | $29,984 | not reported in the loaded dataset |
| Industrial Bank | Industrial Bank 401(K) Profit Sharing Plan | 2023 | $0 | $29,982 |
| Concept Solutions, LLC | Concept Solutions, LLC 401(K) Profit Sharing Plan & Trust | 2023 | $28,864 | $0 |
Related Form 5500 pages
- Kintetsu World Express (U.S.A.), Inc. Employees 401(K) Plan (plan 002)
- Kintetsu World Express (U.S.A.), Inc. — all reported plans
- Innocean Worldwide Americas, LLC 401(K) Plan (plan 001)
- Innocean Worldwide Americas, LLC — all reported plans
- Braman Dealerships 401(K) Plan (plan 001)
- Braman Motors, Inc. — all reported plans
- Judge Rotenberg Educational Center, Inc. Retiremen (plan 001)
- Judge Rotenberg Educational Center, Inc. — all reported plans
- Chattanooga Orthopaedic Group, P.C. 401(K) Profit Sharing Plan (plan 001)
- Chattanooga Orthopaedic Group P.C. — all reported plans
- The Heritage Automotive Group, Inc. 401(K) Profit Sharing Plan (plan 003)
- The Heritage Automotive Group, Inc. — all reported plans
- Dccm, LLC 401(K) Plan (plan 001)
- Dccm, LLC — all reported plans
- Anesthesia Practice Consultants, P.C. Savings And Retirement Plan (plan 001)
- Anesthesia Practice Consultants, P.C. — all reported plans
- Yark Automotive Group 401(K) And Profit Sharing Plan (plan 001)
- Yark Automotive Group — all reported plans
- Adnet Systems, Inc. 401(K) Plan (plan 001)
- Adnet Systems, Inc. — all reported plans
- Mahr Inc. Employees 401(K) Plan (plan 001)
- Mahr Inc. — all reported plans
- Dick Anderson Construction, Inc. Profit Sharing Plan (plan 001)
- Dick Anderson Construction, Inc. — all reported plans
- Sociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement Plan (plan 001)
- Hospital Espanol Auxilio Mutuo De Puerto Rico Inc — all reported plans
- Arrow Tru-Line, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Arrow Tru-Line, Inc. — all reported plans
- Anesthesiologists Associated, Pc 401(K) Profit Sharing Retirement Plan (plan 003)
- Anesthesiologists Associated, Pc — all reported plans
- Astec Industries, Inc. 401(K) Retirement Plan (plan 001)
- Astec Industries, Inc. — all reported plans
- Hitachi Astemo Findlay, Inc. Associates' Retirement Savings Plan (plan 001)
- Hitachi Astemo Americas — all reported plans
- Axiologic Solutions 401(K) Plan (plan 001)
- Axiologic Solutions, LLC — all reported plans
- Worldcom Exchange, Inc. 401(K) Plan (plan 001)
- Worldcom Exchange, Inc. — all reported plans
- Igus Bearings, Inc. 401(K) Plan (plan 002)
- Igus Bearings, Inc. — all reported plans
- Steet Toyota, Inc 401(K) Plan (plan 001)
- Steet/Ponte, Inc. — all reported plans
- Innovative Systems, LLC 401(K) Plan (plan 001)
- Innovative Systems, LLC — all reported plans
- The New England Center For Children, Inc. Tax Deferred Annuity Plan (plan 001)
- The New England Center For Children Inc. — all reported plans
- Vantage Point Solutions 401(K) Plan (plan 001)
- Vantage Point Solutions, Inc. — all reported plans
- The Orthopaedic And Fracture Clinic, P.A. Profit Sharing Plan (plan 001)
- The Orthopaedic And Fracture Clinic, P.A. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources