Portico 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, Portico Wealth Advisors is reported as a service provider on 6 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $127,654 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $127,654
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $127,654
- Filings
- 6
- Plan sponsors
- 5
- Plans
- 6
- 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 |
|---|---|---|---|
| Labcon, North America | CA | 1 | $33,739 |
| Serena & Lily, Inc. | CA | 1 | $29,486 |
| Cello & Maudru Construction Company, Inc. | CA | 1 | $29,167 |
| Pacific Medical, Inc. | CA | 1 | $18,611 |
| Compass Family Services | CA | 2 | $16,651 |
State footprint
Plans reporting Portico Wealth Advisors are sponsored in CA (6).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Labcon, North America | Labcon, North America 401(K) Plan | 2023 | $33,739 | not reported in the loaded dataset |
| Serena & Lily, Inc. | Serena Lily, Inc. 401(K) Plan | 2023 | $29,486 | not reported in the loaded dataset |
| Cello & Maudru Construction Company, Inc. | Cello & Maudru Construction Company, Inc. 401(K) Profit Sharing Plan | 2023 | $29,167 | not reported in the loaded dataset |
| Pacific Medical, Inc. | Pacific Medical, Inc. 401(K) Plan | 2023 | $18,611 | not reported in the loaded dataset |
| Compass Family Services | Compass Family Services Retirement Plan | 2023 | $11,043 | not reported in the loaded dataset |
| Compass Family Services | Compass Family Services 403(B) Plan | 2023 | $5,608 | not reported in the loaded dataset |
Related Form 5500 pages
- Labcon, North America 401(K) Plan (plan 001)
- Labcon, North America — all reported plans
- Serena Lily, Inc. 401(K) Plan (plan 001)
- Serena & Lily, Inc. — all reported plans
- Cello & Maudru Construction Company, Inc. 401(K) Profit Sharing Plan (plan 001)
- Cello & Maudru Construction Company, Inc. — all reported plans
- Pacific Medical, Inc. 401(K) Plan (plan 001)
- Pacific Medical, Inc. — all reported plans
- Compass Family Services Retirement Plan (plan 001)
- Compass Family Services — all reported plans
- Compass Family Services 403(B) Plan (plan 002)
- Form 5500 Schedule C explained
- Methodology
- Data sources