Reilly Financial 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, Reilly Financial Advisors LLC is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $119,367 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$119,367
Reported indirect compensation
$0
Total reported compensation
$119,367
Filings
5
Plan sponsors
5
Plans
5
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 Reilly Financial Advisors LLC
SponsorStatePlansReported compensation
The Sterno Group Companies, LLCTX1$36,163
Singapore Airlines LimitedCA1$32,560
Tanvex Biopharma Usa, Inc.CA1$31,930
Macro-Pro, Inc.CA1$14,382
Nickco Hospitality LLCCA1$4,332

State footprint

Plans reporting Reilly Financial Advisors LLC are sponsored in CA (4), TX (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
The Sterno Group Companies, LLCThe Sterno Group Companies, LLC 401(K) Profit Sharing And Trust2023$36,163not reported in the loaded dataset
Singapore Airlines LimitedSingapore Airlines 401(K) Plan2023$32,560not reported in the loaded dataset
Tanvex Biopharma Usa, Inc.Tanvex Biopharma Usa, Inc. 401(K) Plan2023$31,930not reported in the loaded dataset
Macro-Pro, Inc.Macro-Pro, Inc. 401(K) Plan2023$14,382$0
Nickco Hospitality LLCNickco Hospitality LLC 401(K) Profit Sharing Plan & Trust2023$4,332not reported in the loaded dataset

Related Form 5500 pages