Souders Financial Advisors 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, Souders Financial Advisors LLC is reported as a service provider on 4 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $48,081 and reported indirect compensation totals $155,054.
Reported compensation summary
- Reported direct compensation
- $48,081
- Reported indirect compensation
- $155,054
- Total reported compensation
- $203,135
- Filings
- 4
- Plan sponsors
- 3
- 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 |
|---|---|---|---|
| Plan Fiduciary Services, Inc. | FL | 1 | $155,054 |
| Plan Compliance Services, Inc. | FL | 2 | $25,910 |
| The North Side Bank & Trust Co. | OH | 1 | $22,171 |
State footprint
Plans reporting Souders Financial Advisors LLC are sponsored in FL (3), OH (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Plan Fiduciary Services, Inc. | The Platinum 401(K) Retirement Savings Plan | 2023 | $0 | $155,054 |
| The North Side Bank & Trust Co. | Nsb Profit Sharing 401(K) Plan | 2023 | $22,171 | not reported in the loaded dataset |
| Plan Compliance Services, Inc. | Sca Great Lakes Pooled Employer Plan | 2023 | $17,003 | $0 |
| Plan Compliance Services, Inc. | Envision Retirement Savings Plan | 2023 | $8,907 | not reported in the loaded dataset |
Related Form 5500 pages
- The Platinum 401(K) Retirement Savings Plan (plan 004)
- Plan Fiduciary Services, Inc. — all reported plans
- Nsb Profit Sharing 401(K) Plan (plan 002)
- The North Side Bank & Trust Co. — all reported plans
- Sca Great Lakes Pooled Employer Plan (plan 001)
- Plan Compliance Services, Inc. — all reported plans
- Envision Retirement Savings Plan (plan 005)
- Form 5500 Schedule C explained
- Methodology
- Data sources