Stoker Ostler Wealth 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, Stoker Ostler Wealth Advisors 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 $57,743 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $57,743
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $57,743
- 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 |
|---|---|---|---|
| Harder Mechanical Contractors, Inc. | OR | 1 | $26,281 |
| United Airlines, Inc. | IL | 1 | $18,602 |
| Radiology Partners, Inc. | CA | 1 | $7,262 |
| Gallagher & Kennedy, P.A. | AZ | 1 | $5,598 |
State footprint
Plans reporting Stoker Ostler Wealth Advisors are sponsored in AZ (1), CA (1), IL (1), OR (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Harder Mechanical Contractors, Inc. | Harder Mechanical Contractors Retirement Plan | 2023 | $26,281 | not reported in the loaded dataset |
| United Airlines, Inc. | United Airlines Pilot Retirement Account Plan | 2023 | $18,602 | not reported in the loaded dataset |
| Radiology Partners, Inc. | Radiology Partners, Inc. Partner Plan | 2023 | $7,262 | not reported in the loaded dataset |
| Gallagher & Kennedy, P.A. | Gallagher & Kennedy, P.A. Profit Sharing And 401(K) Plan | 2023 | $5,598 | not reported in the loaded dataset |
Related Form 5500 pages
- Harder Mechanical Contractors Retirement Plan (plan 001)
- Harder Mechanical Contractors, Inc. — all reported plans
- United Airlines Pilot Retirement Account Plan (plan 202)
- United Airlines, Inc. — all reported plans
- Radiology Partners, Inc. Partner Plan (plan 003)
- Radiology Partners, Inc. — all reported plans
- Gallagher & Kennedy, P.A. Profit Sharing And 401(K) Plan (plan 001)
- Gallagher & Kennedy, P.A. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources