Perigon 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, Perigon Wealth Management is reported as a service provider on 3 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $67,095 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $67,095
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $67,095
- Filings
- 3
- Plan sponsors
- 2
- 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 |
|---|---|---|---|
| Prager Metis Cpas, LLC | NY | 2 | $52,095 |
| Gotham Per Diem, Inc. | NY | 1 | $15,000 |
State footprint
Plans reporting Perigon Wealth Management are sponsored in NY (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Prager Metis Cpas, LLC | Prager Metis Cpas, LLC 401(K) Savings Plan I | 2023 | $26,218 | not reported in the loaded dataset |
| Prager Metis Cpas, LLC | Prager Metis Cpas, LLC 401(K) Savings Plan Ii | 2023 | $25,877 | not reported in the loaded dataset |
| Gotham Per Diem, Inc. | Gotham Per Diem, Inc. 401(K) Savings Plan | 2023 | $15,000 | not reported in the loaded dataset |
Related Form 5500 pages
- Prager Metis Cpas, LLC 401(K) Savings Plan I (plan 003)
- Prager Metis Cpas, LLC — all reported plans
- Prager Metis Cpas, LLC 401(K) Savings Plan Ii (plan 002)
- Gotham Per Diem, Inc. 401(K) Savings Plan (plan 003)
- Gotham Per Diem, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources