Ritholtz Wealth Management 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, Ritholtz Wealth Management LLC is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $68,887 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $68,887
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $68,887
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| Simona America Group Inc. | PA | 1 | $24,510 |
| Res Servicing Corp | NY | 1 | $16,878 |
| Molloy Bros Trucking Inc | NY | 1 | $14,078 |
| Partnership With Children, Inc. | NY | 1 | $13,421 |
State footprint
Plans reporting Ritholtz Wealth Management LLC are sponsored in NY (3), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Simona America Group Inc. | Simona America Group 401(K) Profit Sharing Plan | 2023 | $24,510 | not reported in the loaded dataset |
| Res Servicing Corp | Res Servicing Corp 401(K) Profit Sharing Plan & Trust | 2023 | $16,878 | not reported in the loaded dataset |
| Molloy Bros Trucking Inc | Molloy Bros Trucking Inc 401(K) Profit Sharing Plan & Trust | 2023 | $14,078 | not reported in the loaded dataset |
| Partnership With Children, Inc. | Partnership With Children, Inc. 401(K) Profit Sharing Plan And Trust | 2023 | $13,421 | not reported in the loaded dataset |
Related Form 5500 pages
- Simona America Group 401(K) Profit Sharing Plan (plan 001)
- Simona America Group Inc. — all reported plans
- Res Servicing Corp 401(K) Profit Sharing Plan & Trust (plan 001)
- Res Servicing Corp — all reported plans
- Molloy Bros Trucking Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Molloy Bros Trucking Inc — all reported plans
- Partnership With Children, Inc. 401(K) Profit Sharing Plan And Trust (plan 001)
- Partnership With Children, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources