Sortino Advisory Partners, 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, Sortino Advisory Partners, 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 $68,291 and reported indirect compensation totals $36,006.
Reported compensation summary
- Reported direct compensation
- $68,291
- Reported indirect compensation
- $36,006
- Total reported compensation
- $104,297
- 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 |
|---|---|---|---|
| Northpoint Senior Services, LLC | KY | 1 | $36,294 |
| Emergent Health Partners | MI | 1 | $36,000 |
| Liter'S, Inc. | KY | 1 | $20,003 |
| Mortenson Family Dental Holdings, Inc. | KY | 1 | $12,000 |
State footprint
Plans reporting Sortino Advisory Partners, LLC are sponsored in KY (3), MI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Northpoint Senior Services, LLC | Prestige Management Employee Plan | 2023 | $36,294 | not reported in the loaded dataset |
| Emergent Health Partners | Emergent Health Partners 403(B) Retirement Plan | 2023 | $0 | $36,000 |
| Liter'S, Inc. | Liter'S, Inc. 401(K) Plan | 2023 | $19,997 | $6 |
| Mortenson Family Dental Holdings, Inc. | Mortenson Dental Partners 401(K) Plan | 2023 | $12,000 | $0 |
Related Form 5500 pages
- Prestige Management Employee Plan (plan 001)
- Northpoint Senior Services, LLC — all reported plans
- Emergent Health Partners 403(B) Retirement Plan (plan 001)
- Emergent Health Partners — all reported plans
- Liter'S, Inc. 401(K) Plan (plan 001)
- Liter'S, Inc. — all reported plans
- Mortenson Dental Partners 401(K) Plan (plan 003)
- Mortenson Family Dental Holdings, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources