Soltis Investment Advisors — 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, Soltis Investment Advisors is reported as a service provider on 12 loaded Form 5500 filing(s) across 12 plan sponsor(s) and 12 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,026,364 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $1,026,364
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $1,026,364
- Filings
- 12
- Plan sponsors
- 12
- Plans
- 12
- 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 |
|---|---|---|---|
| Avalon Health Care, Inc. | UT | 1 | $260,575 |
| Afs Holdings, Inc | UT | 1 | $171,857 |
| Tom James Company | TN | 1 | $162,179 |
| Bristol Hospice | UT | 1 | $139,119 |
| Texo Abc/Agc, Inc. | TX | 1 | $88,176 |
| Christopherson Andavo Travel Lp | UT | 1 | $45,366 |
| Skywest, Inc. | UT | 1 | $45,000 |
| Peak Industrial Inc. | UT | 1 | $44,369 |
| Union Pacific Railroad Company | UT | 1 | $24,369 |
| Best Vinyl Fence & Deck, LLC | UT | 1 | $15,680 |
State footprint
Plans reporting Soltis Investment Advisors are sponsored in UT (8), CA (2), TN (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Avalon Health Care, Inc. | Avalon Health Care, Inc. 401(K) Plan | 2023 | $260,575 | not reported in the loaded dataset |
| Afs Holdings, Inc | Associated Food Stores, Inc. 401(K) Plan And Trust | 2023 | $171,857 | not reported in the loaded dataset |
| Tom James Company | Tom James Company 401(K) And Profit Sharing Plan | 2023 | $162,179 | not reported in the loaded dataset |
| Bristol Hospice | Bristol Hospice 401(K) Plan | 2023 | $139,119 | not reported in the loaded dataset |
| Texo Abc/Agc, Inc. | Texo Members 401(K) Plan | 2023 | $88,176 | not reported in the loaded dataset |
| Christopherson Andavo Travel Lp | Christopherson Andavo Lp 401(K) Plan | 2023 | $45,366 | not reported in the loaded dataset |
| Skywest, Inc. | Skywest, Inc. Employees' Retirement Plan | 2023 | $45,000 | not reported in the loaded dataset |
| Peak Industrial Inc. | Peak Industrial Inc. Retirement Savings Plan | 2023 | $44,369 | not reported in the loaded dataset |
| Union Pacific Railroad Company | Union Pacific Railroad Employes Health Systems | 2023 | $24,369 | not reported in the loaded dataset |
| Best Vinyl Fence & Deck, LLC | Best Vinyl 401(K) Retirement Plan | 2023 | $15,680 | not reported in the loaded dataset |
| Transportation Charter Services, Inc. | Transportation Charter Services, Inc. 401(K) Plan | 2023 | $14,837 | not reported in the loaded dataset |
| Transportation Charter Services, Inc. | Transportation Charter Services, Inc. 401(K) Plan | 2023 | $14,837 | not reported in the loaded dataset |
Related Form 5500 pages
- Avalon Health Care, Inc. 401(K) Plan (plan 001)
- Avalon Health Care, Inc. — all reported plans
- Associated Food Stores, Inc. 401(K) Plan And Trust (plan 002)
- Afs Holdings, Inc — all reported plans
- Tom James Company 401(K) And Profit Sharing Plan (plan 001)
- Tom James Company — all reported plans
- Bristol Hospice 401(K) Plan (plan 001)
- Bristol Hospice — all reported plans
- Texo Members 401(K) Plan (plan 002)
- Texo Abc/Agc, Inc. — all reported plans
- Christopherson Andavo Lp 401(K) Plan (plan 001)
- Christopherson Andavo Travel Lp — all reported plans
- Skywest, Inc. Employees' Retirement Plan (plan 001)
- Skywest, Inc. — all reported plans
- Peak Industrial Inc. Retirement Savings Plan (plan 001)
- Peak Industrial Inc. — all reported plans
- Union Pacific Railroad Employes Health Systems (plan 501)
- Union Pacific Railroad Company — all reported plans
- Best Vinyl 401(K) Retirement Plan (plan 001)
- Best Vinyl Fence & Deck, LLC — all reported plans
- Transportation Charter Services, Inc. 401(K) Plan (plan 001)
- Transportation Charter Services, Inc. — all reported plans
- Transportation Charter Services, Inc. 401(K) Plan (plan 001)
- Transportation Charter Services, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources