Sa Stone Wealth Management 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, Sa Stone Wealth Management 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 $0 and reported indirect compensation totals $121,401.
Reported compensation summary
- Reported direct compensation
- $0
- Reported indirect compensation
- $121,401
- Total reported compensation
- $121,401
- 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 |
|---|---|---|---|
| Ttl, Inc. | AL | 1 | $73,201 |
| Inviso Corp. | WA | 1 | $26,044 |
| Sunbury Motor Company | PA | 1 | $19,292 |
| Roppe Corporation | OH | 1 | $2,864 |
State footprint
Plans reporting Sa Stone Wealth Management Inc. are sponsored in AL (1), OH (1), PA (1), WA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Ttl, Inc. | Ttl, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $73,201 |
| Inviso Corp. | Inviso Corp. 401(K) Plan | 2023 | $0 | $26,044 |
| Sunbury Motor Company | Sunbury Motor Company 401(K) Retirement Plan | 2023 | $0 | $19,292 |
| Roppe Corporation | Roppe Holding Company 401(K) Plan | 2023 | $0 | $2,864 |
Related Form 5500 pages
- Ttl, Inc. 401(K) Profit Sharing Plan (plan 001)
- Ttl, Inc. — all reported plans
- Inviso Corp. 401(K) Plan (plan 001)
- Inviso Corp. — all reported plans
- Sunbury Motor Company 401(K) Retirement Plan (plan 001)
- Sunbury Motor Company — all reported plans
- Roppe Holding Company 401(K) Plan (plan 003)
- Roppe Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources