Strategic Advisors, Inc. — 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, Strategic Advisors, Inc. is reported as a service provider on 3,224 loaded Form 5500 filing(s) across 3,035 plan sponsor(s) and 3,218 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $247,818,904 and reported indirect compensation totals $14,817.
Reported compensation summary
- Reported direct compensation
- $247,818,904
- Reported indirect compensation
- $14,817
- Total reported compensation
- $247,833,721
- Filings
- 3,224
- Plan sponsors
- 3,035
- Plans
- 3,218
- 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 |
|---|---|---|---|
| Northrop Grumman Corporation | VA | 2 | $5,001,747 |
| Johnson Controls, Inc. | WI | 3 | $3,809,455 |
| Microsoft Corporation | WA | 1 | $3,809,251 |
| Ath Holding Company, LLC | IN | 1 | $3,660,520 |
| Charter Communications, Inc. | NC | 1 | $3,569,859 |
| Medtronic, Inc. | MN | 1 | $2,586,845 |
| Chevron Corporation | CA | 1 | $2,537,719 |
| General Dynamics Corporation | VA | 3 | $2,258,676 |
| Bayer Corporation | MO | 1 | $2,170,913 |
| Travelers Companies, Inc. | MN | 1 | $2,145,857 |
State footprint
Plans reporting Strategic Advisors, Inc. are sponsored in CA (422), TX (317), NY (247), MA (190), IL (146), MI (134), OH (132), PA (121), FL (109), NJ (99), GA (93), VA (93).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Northrop Grumman Corporation | Northrop Grumman Savings Plan | 2023 | $4,967,259 | not reported in the loaded dataset |
| Microsoft Corporation | Microsoft Corporation Savings Plus 401k Plan | 2023 | $3,809,251 | not reported in the loaded dataset |
| Ath Holding Company, LLC | Elevance Health 401(K) Plan | 2023 | $3,660,520 | not reported in the loaded dataset |
| Charter Communications, Inc. | Charter Communications, Inc. Defined Contribution Plans Master Trust | 2023 | $3,569,859 | not reported in the loaded dataset |
| Medtronic, Inc. | Medtronic Savings And Investment Plan | 2023 | $2,586,845 | not reported in the loaded dataset |
| Chevron Corporation | Chevron Employee Savings Investment Plan | 2023 | $2,537,719 | not reported in the loaded dataset |
| Bayer Corporation | Bayer Corporation Savings And Retirement Plan | 2023 | $2,170,913 | not reported in the loaded dataset |
| Travelers Companies, Inc. | The Travelers 401(K) Savings Plan | 2023 | $2,145,857 | not reported in the loaded dataset |
| Truist Financial Corporation | Truist Financial Corporation 401(K) Savings Plan | 2023 | $2,076,496 | not reported in the loaded dataset |
| General Dynamics Corporation | General Dynamics Corporation 401(K) Plan 6.0 | 2023 | $2,006,324 | not reported in the loaded dataset |
| Johnson Controls, Inc. | Johnson Controls Inc. Savings And Investment Master Trust | 2023 | $1,907,428 | not reported in the loaded dataset |
| Johnson Controls, Inc. | Johnson Controls Retirement Savings And Investment Plan | 2023 | $1,793,921 | not reported in the loaded dataset |
| Jones Lang Lasalle Americas, Inc. | Jones Lang Lasalle Savings And Retirement Plan | 2023 | $1,790,182 | not reported in the loaded dataset |
| Banner Health | Banner Health Employees 401(K) Plan | 2023 | $1,698,382 | not reported in the loaded dataset |
| Tenet Healthcare Corporation | Tenet Healthcare Corporation 401(K) Retirement Savings Plan | 2023 | $1,681,646 | not reported in the loaded dataset |
| Marathon Petroleum Company Lp | Marathon Petroleum Thrift Plan | 2023 | $1,638,371 | not reported in the loaded dataset |
| L3harris Technologies, Inc. | L3harris Retirement Savings Plan Master Trust | 2023 | $1,595,889 | not reported in the loaded dataset |
| Albertsons Companies, Inc. | Albertsons Companies 401(K) Plan | 2023 | $1,521,001 | not reported in the loaded dataset |
| Liberty Mutual Group Inc. | Liberty Mutual 401(K) Plan | 2023 | $1,520,469 | not reported in the loaded dataset |
| Csc Holdings, LLC | Altice Usa 401(K) Savings Plan | 2023 | $1,506,054 | not reported in the loaded dataset |
| Robert Bosch LLC | Bosch Savings Incentive Plan | 2023 | $1,475,263 | not reported in the loaded dataset |
| Texas Health Resources | Texas Health 401(K) Retirement Plan | 2023 | $1,453,595 | not reported in the loaded dataset |
| Federal National Mortgage Association | Federal National Mortgage Association Retirement Savings Plan For Employees | 2023 | $1,375,637 | not reported in the loaded dataset |
| Texas Instruments Incorporated | Ti Contribution And 401(K) Savings Plan | 2023 | $1,358,916 | not reported in the loaded dataset |
| Ppg Industries, Inc. | Ppg Industries, Inc. Employee Savings Plan | 2023 | $1,269,090 | not reported in the loaded dataset |
| American Honda Motor Company, Inc. | Honda 401(K) Savings Plan | 2023 | $1,254,832 | not reported in the loaded dataset |
| Firstenergy Corp. | Firstenergy Corp. Savings Plan | 2023 | $1,220,801 | not reported in the loaded dataset |
| Inova Health System | Inova Health System Retirement Savings Plan | 2023 | $1,198,890 | not reported in the loaded dataset |
| The Cleveland Clinic Foundation | Cleveland Clinic Savings And Investment Plan | 2023 | $1,149,382 | not reported in the loaded dataset |
| Frontier Communications Parent, Inc. | Frontier Communications 401(K) Savings Plan | 2023 | $1,123,397 | not reported in the loaded dataset |
| Danaher Corporation | Danaher Corporation & Subsidiaries Savings Plan | 2023 | $1,100,127 | not reported in the loaded dataset |
| The Methodist Hospital | The Tax Sheltered Annuity Plan Of The Methodist Hospital | 2023 | $1,074,742 | not reported in the loaded dataset |
| Keycorp | Keycorp 401k Savings Plan | 2023 | $1,066,700 | not reported in the loaded dataset |
| Unum Group | Unum Group 401k Retirement Plan | 2023 | $1,012,200 | not reported in the loaded dataset |
| Samsung Electronics America, Inc. | Samsung 401(K) Plan | 2023 | $1,007,195 | not reported in the loaded dataset |
| Conocophillips Company | Conocophillips Savings Plan | 2023 | $991,557 | not reported in the loaded dataset |
| The Sherwin-Williams Company | The Sherwin-Williams Company 401(K) Plan | 2023 | $960,918 | not reported in the loaded dataset |
| Vanderbilt University Medical Center | Vanderbilt University Medical Center Retirement Plan | 2023 | $933,740 | not reported in the loaded dataset |
| Georgia-Pacific LLC | Georgia-Pacific LLC 401(K) Retirement Savings Plan | 2023 | $922,296 | not reported in the loaded dataset |
| Providence Health & Services | 401(K) Savings Plan | 2023 | $909,170 | not reported in the loaded dataset |
| Fidelity National Information Services, Inc. | Fidelity National Information Services, Inc. 401(K) Profit Sharing Plan | 2023 | $896,596 | not reported in the loaded dataset |
| Laboratory Corporation Of America Holdings | Laboratory Corporation Of America Holdings 401(K) Savings Plan | 2023 | $886,965 | not reported in the loaded dataset |
| Memorial Hermann Health System | Memorial Hermann Health System Employees' Retirement Savings Plan | 2023 | $875,167 | not reported in the loaded dataset |
| Cbre Services, Inc. | Cbre 401(K) Plan | 2023 | $873,987 | not reported in the loaded dataset |
| Deutsche Bank Americas Holding Corp | Deutsche Bank Matched Savings Plan | 2023 | $873,303 | not reported in the loaded dataset |
| Providence Health & Services | Providence Health & Services 403(B) Value Plan | 2023 | $857,055 | not reported in the loaded dataset |
| Ntt Data Americas, Inc. | Ntt Data Americas 401(K) Plan | 2023 | $852,047 | not reported in the loaded dataset |
| Mars, Incorporated | U.S. Associate Savings Plan | 2023 | $842,091 | not reported in the loaded dataset |
| Salesforce, Inc. | Salesforce 401(K) Plan | 2023 | $838,403 | not reported in the loaded dataset |
| Tenneco Automotive Operating Company Inc. | Tenneco 401(K) Investment Plan | 2023 | $828,482 | not reported in the loaded dataset |
Related Form 5500 pages
- Northrop Grumman Savings Plan (plan 011)
- Northrop Grumman Corporation — all reported plans
- Microsoft Corporation Savings Plus 401k Plan (plan 001)
- Microsoft Corporation — all reported plans
- Elevance Health 401(K) Plan (plan 003)
- Ath Holding Company, LLC — all reported plans
- Charter Communications, Inc. Defined Contribution Plans Master Trust (plan 101)
- Charter Communications, Inc. — all reported plans
- Medtronic Savings And Investment Plan (plan 005)
- Medtronic, Inc. — all reported plans
- Chevron Employee Savings Investment Plan (plan 001)
- Chevron Corporation — all reported plans
- Bayer Corporation Savings And Retirement Plan (plan 051)
- Bayer Corporation — all reported plans
- The Travelers 401(K) Savings Plan (plan 002)
- Travelers Companies, Inc. — all reported plans
- Truist Financial Corporation 401(K) Savings Plan (plan 003)
- Truist Financial Corporation — all reported plans
- General Dynamics Corporation 401(K) Plan 6.0 (plan 069)
- General Dynamics Corporation — all reported plans
- Johnson Controls Inc. Savings And Investment Master Trust (plan 023)
- Johnson Controls, Inc. — all reported plans
- Johnson Controls Retirement Savings And Investment Plan (plan 026)
- Jones Lang Lasalle Savings And Retirement Plan (plan 001)
- Jones Lang Lasalle Americas, Inc. — all reported plans
- Banner Health Employees 401(K) Plan (plan 002)
- Banner Health — all reported plans
- Tenet Healthcare Corporation 401(K) Retirement Savings Plan (plan 335)
- Tenet Healthcare Corporation — all reported plans
- Marathon Petroleum Thrift Plan (plan 010)
- Marathon Petroleum Company Lp — all reported plans
- L3harris Retirement Savings Plan Master Trust (plan 101)
- L3harris Technologies, Inc. — all reported plans
- Albertsons Companies 401(K) Plan (plan 002)
- Albertsons Companies, Inc. — all reported plans
- Liberty Mutual 401(K) Plan (plan 002)
- Liberty Mutual Group Inc. — all reported plans
- Altice Usa 401(K) Savings Plan (plan 010)
- Csc Holdings, LLC — all reported plans
- Bosch Savings Incentive Plan (plan 003)
- Robert Bosch LLC — all reported plans
- Texas Health 401(K) Retirement Plan (plan 008)
- Texas Health Resources — all reported plans
- Federal National Mortgage Association Retirement Savings Plan For Employees (plan 001)
- Federal National Mortgage Association — all reported plans
- Ti Contribution And 401(K) Savings Plan (plan 092)
- Texas Instruments Incorporated — all reported plans
- Ppg Industries, Inc. Employee Savings Plan (plan 384)
- Ppg Industries, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources