Securities America Advisor 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, Securities America Advisor Inc is reported as a service provider on 10 loaded Form 5500 filing(s) across 10 plan sponsor(s) and 10 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $542,819 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $542,819
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $542,819
- Filings
- 10
- Plan sponsors
- 10
- Plans
- 10
- 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 |
|---|---|---|---|
| Coca-Cola Bottling Company United, Inc. | AL | 1 | $273,750 |
| Future Ford, Inc. | CA | 1 | $54,608 |
| Transurban (Usa), Inc. | VA | 1 | $43,757 |
| Varen Technologies, Inc. | MD | 1 | $41,720 |
| Level Access, Inc. | VA | 1 | $36,273 |
| Jl Schwieters Construction, Inc. | MN | 1 | $31,492 |
| Dan Cristiani Excavating Co., Inc. | IN | 1 | $23,624 |
| Mate Precision Technologies | MN | 1 | $15,187 |
| Ingerman Management Company | NJ | 1 | $11,856 |
| Health Services, LLC | ID | 1 | $10,552 |
State footprint
Plans reporting Securities America Advisor Inc are sponsored in MN (2), VA (2), ID (1), IN (1), AL (1), NJ (1), MD (1), CA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Coca-Cola Bottling Company United, Inc. | Coca-Cola Bottling Company United, Inc. 401(K) Plan | 2023 | $273,750 | not reported in the loaded dataset |
| Future Ford, Inc. | Future Automotive Group 401(K) Plan | 2023 | $54,608 | not reported in the loaded dataset |
| Transurban (Usa), Inc. | Transurban (Usa) 401(K) Profit Sharing Plan | 2023 | $43,757 | not reported in the loaded dataset |
| Varen Technologies, Inc. | Silveredge Government Solutions 401(K) Plan | 2023 | $41,720 | not reported in the loaded dataset |
| Level Access, Inc. | Level Access, Inc. 401(K) Plan | 2023 | $36,273 | not reported in the loaded dataset |
| Jl Schwieters Construction, Inc. | Jl Schwieters Construction 401(K) Profit Sharing Plan | 2023 | $31,492 | not reported in the loaded dataset |
| Dan Cristiani Excavating Co., Inc. | Dan Cristiani Enterprises 401(K) Retirement Savings Plan | 2023 | $23,624 | not reported in the loaded dataset |
| Mate Precision Technologies | Mate Precision Technologies Employee Retirement Savings Plan | 2023 | $15,187 | not reported in the loaded dataset |
| Ingerman Management Company | Ingerman Group 401(K) Plan | 2023 | $11,856 | not reported in the loaded dataset |
| Health Services, LLC | Health Services, LLC 401(K) Plan | 2023 | $10,552 | not reported in the loaded dataset |
Related Form 5500 pages
- Coca-Cola Bottling Company United, Inc. 401(K) Plan (plan 003)
- Coca-Cola Bottling Company United, Inc. — all reported plans
- Future Automotive Group 401(K) Plan (plan 001)
- Future Ford, Inc. — all reported plans
- Transurban (Usa) 401(K) Profit Sharing Plan (plan 001)
- Transurban (Usa), Inc. — all reported plans
- Silveredge Government Solutions 401(K) Plan (plan 001)
- Varen Technologies, Inc. — all reported plans
- Level Access, Inc. 401(K) Plan (plan 001)
- Level Access, Inc. — all reported plans
- Jl Schwieters Construction 401(K) Profit Sharing Plan (plan 001)
- Jl Schwieters Construction, Inc. — all reported plans
- Dan Cristiani Enterprises 401(K) Retirement Savings Plan (plan 001)
- Dan Cristiani Excavating Co., Inc. — all reported plans
- Mate Precision Technologies Employee Retirement Savings Plan (plan 001)
- Mate Precision Technologies — all reported plans
- Ingerman Group 401(K) Plan (plan 001)
- Ingerman Management Company — all reported plans
- Health Services, LLC 401(K) Plan (plan 001)
- Health Services, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources