Retirement Strategies 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, Retirement Strategies LLC is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $14,884 and reported indirect compensation totals $24,235.
Reported compensation summary
- Reported direct compensation
- $14,884
- Reported indirect compensation
- $24,235
- Total reported compensation
- $39,119
- Filings
- 7
- Plan sponsors
- 7
- Plans
- 7
- 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 |
|---|---|---|---|
| Great Northern Corporation | WI | 1 | $10,000 |
| Streamworks, LLC | WI | 1 | $9,592 |
| Verve, A Credit Union | WI | 1 | $6,725 |
| Vintage Parts, Inc. | WI | 1 | $5,504 |
| Bay Towel, Inc. | WI | 1 | $4,199 |
| Nothum Manufacturing Company, Inc. | WI | 1 | $2,599 |
| Outagamie Co-Op Services, Inc. | WI | 1 | $500 |
State footprint
Plans reporting Retirement Strategies LLC are sponsored in WI (7).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Great Northern Corporation | Appleton Union Employees' 401(K) Plan | 2023 | $0 | $10,000 |
| Streamworks, LLC | Streamworks Savings & Retirement Plan | 2023 | $225 | $9,367 |
| Verve, A Credit Union | Verve Retirement Plan | 2023 | $6,725 | not reported in the loaded dataset |
| Vintage Parts, Inc. | Vintage Parts, Inc. Employee Savings Plan | 2023 | $1,885 | $3,619 |
| Bay Towel, Inc. | Bay Towel, Inc. 401(K) Profit Sharing Plan | 2023 | $4,199 | not reported in the loaded dataset |
| Nothum Manufacturing Company, Inc. | Nothum 401(K) Plan | 2023 | $1,350 | $1,249 |
| Outagamie Co-Op Services, Inc. | Outagamie Co-Op Services, Inc. Retirement Savings Plan | 2023 | $500 | $0 |
Related Form 5500 pages
- Appleton Union Employees' 401(K) Plan (plan 003)
- Great Northern Corporation — all reported plans
- Streamworks Savings & Retirement Plan (plan 001)
- Streamworks, LLC — all reported plans
- Verve Retirement Plan (plan 033)
- Verve, A Credit Union — all reported plans
- Vintage Parts, Inc. Employee Savings Plan (plan 001)
- Vintage Parts, Inc. — all reported plans
- Bay Towel, Inc. 401(K) Profit Sharing Plan (plan 001)
- Bay Towel, Inc. — all reported plans
- Nothum 401(K) Plan (plan 001)
- Nothum Manufacturing Company, Inc. — all reported plans
- Outagamie Co-Op Services, Inc. Retirement Savings Plan (plan 001)
- Outagamie Co-Op Services, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources