Steward Partners Investment Adv 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, Steward Partners Investment Adv LLC is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 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 $167,529.
Reported compensation summary
- Reported direct compensation
- $0
- Reported indirect compensation
- $167,529
- Total reported compensation
- $167,529
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Independent Administrative Services, L.L.C. | FL | 1 | $132,068 |
| Tricon Construction, Inc. | MD | 1 | $27,753 |
| Community Action Agency Of South Alabama | AL | 1 | $7,708 |
State footprint
Plans reporting Steward Partners Investment Adv LLC are sponsored in AL (1), FL (1), MD (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Independent Administrative Services, L.L.C. | Independent Administrative Services, L.L.C. 401(K) Plan | 2023 | $0 | $132,068 |
| Tricon Construction, Inc. | Tricon Construction, Inc. 401k Salary Reduction Plan & Trust | 2023 | $0 | $27,753 |
| Community Action Agency Of South Alabama | Community Action Agency Of South Alabama Defined Benefit Pension Plan | 2023 | $0 | $7,708 |
Related Form 5500 pages
- Independent Administrative Services, L.L.C. 401(K) Plan (plan 001)
- Independent Administrative Services, L.L.C. — all reported plans
- Tricon Construction, Inc. 401k Salary Reduction Plan & Trust (plan 001)
- Tricon Construction, Inc. — all reported plans
- Community Action Agency Of South Alabama Defined Benefit Pension Plan (plan 001)
- Community Action Agency Of South Alabama — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources