Precept Advisory Group — 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, Precept Advisory Group is reported as a service provider on 11 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 11 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $413,657 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$413,657
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$413,657
Filings
11
Plan sponsors
11
Plans
11
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

Plan sponsors reporting the most compensation to Precept Advisory Group
SponsorStatePlansReported compensation
Cadence AerospaceCA1$69,455
Natus Medical IncorporatedCA1$67,750
Gsw Sports LLCCA1$65,325
Mattson Technology, Inc.CA1$45,000
The First Financial Federal Credit UnionCA1$42,510
Aviat U.S., Inc.TX1$37,500
Imply Data, Inc.CA1$25,142
Figure Technologies, Inc.CA1$21,922
Super Store IndustriesCA1$18,500
Precision Machine Works, Inc.WA1$11,178

State footprint

Plans reporting Precept Advisory Group are sponsored in CA (9), TX (1), WA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Cadence AerospaceCadence Aerospace 401(K) Plan2023$69,455not reported in the loaded dataset
Natus Medical IncorporatedNatus Medical Incorporated 401(K) Profit Sharing Plan2023$67,750not reported in the loaded dataset
Gsw Sports LLCGsw Sports LLC 401(K) Plan2023$65,325not reported in the loaded dataset
Mattson Technology, Inc.Mattson Technology, Inc. 401(K) Plan2023$45,000not reported in the loaded dataset
The First Financial Federal Credit UnionThe First Financial Federal Credit Union 401k Plan And Trust2023$42,510not reported in the loaded dataset
Aviat U.S., Inc.Aviat Networks 401(K) Plan2023$37,500not reported in the loaded dataset
Imply Data, Inc.Imply Data, Inc. 401(K) Plan2023$25,142not reported in the loaded dataset
Figure Technologies, Inc.Figure 401(K) Plan2023$21,922not reported in the loaded dataset
Super Store IndustriesSuper Store Industries 401(K) Plan2023$18,500not reported in the loaded dataset
Precision Machine Works, Inc.Cadence Aerospace Precision Machine Works 401(K) Plan For Union Employees2023$11,178not reported in the loaded dataset
Edmunds.Com, Inc.Edmunds.Com, Inc. 401(K) Plan2023$9,375not reported in the loaded dataset

Related Form 5500 pages