Rtd Financial Advisors, Inc. — 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, Rtd Financial Advisors, Inc. 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 $130,563 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $130,563
- Reported indirect compensation
- $0
- Total reported compensation
- $130,563
- 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 |
|---|---|---|---|
| Primary Care Partners, LLC | NJ | 1 | $62,936 |
| Walters Management Company, Inc. | NJ | 1 | $29,550 |
| Packaging Matters, LLC | CA | 1 | $21,331 |
| Arbre Group Holding Corporation | MD | 1 | $16,746 |
State footprint
Plans reporting Rtd Financial Advisors, Inc. are sponsored in NJ (2), CA (1), MD (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Primary Care Partners, LLC | Primary Care Partners/Atlantic Health Partners 401(K) Profit Sharing Plan | 2023 | $62,936 | not reported in the loaded dataset |
| Walters Management Company, Inc. | Walters Management Company, Inc. 401(K) Plan | 2023 | $29,550 | not reported in the loaded dataset |
| Packaging Matters, LLC | Packaging Matters, LLC 401(K) Plan | 2023 | $21,331 | $0 |
| Arbre Group Holding Corporation | Agh 401(K) Plan | 2023 | $16,746 | not reported in the loaded dataset |
Related Form 5500 pages
- Primary Care Partners/Atlantic Health Partners 401(K) Profit Sharing Plan (plan 001)
- Primary Care Partners, LLC — all reported plans
- Walters Management Company, Inc. 401(K) Plan (plan 001)
- Walters Management Company, Inc. — all reported plans
- Packaging Matters, LLC 401(K) Plan (plan 001)
- Packaging Matters, LLC — all reported plans
- Agh 401(K) Plan (plan 001)
- Arbre Group Holding Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources