Strategic Wealth Partners — 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 Wealth Partners is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $289,007 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $289,007
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $289,007
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- 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 |
|---|---|---|---|
| The Cleveland Clinic Foundation | OH | 1 | $107,127 |
| Spitzer Management, Inc. | OH | 1 | $100,000 |
| The Cleveland Clinic Foundation | OH | 1 | $30,904 |
| Marion Body Works, Inc. | WI | 1 | $27,751 |
| Nti Connect, LLC | IL | 1 | $23,225 |
State footprint
Plans reporting Strategic Wealth Partners are sponsored in OH (3), IL (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| The Cleveland Clinic Foundation | Cleveland Clinic Savings And Investment Plan | 2023 | $107,127 | not reported in the loaded dataset |
| Spitzer Management, Inc. | Spitzer Management Inc Profit Sharing And Savings Plan | 2023 | $100,000 | not reported in the loaded dataset |
| The Cleveland Clinic Foundation | The Cleveland Clinic Foundation Dc Plans Master Trust | 2023 | $30,904 | not reported in the loaded dataset |
| Marion Body Works, Inc. | Marion Body Works, Inc. Savings Plan | 2023 | $27,751 | not reported in the loaded dataset |
| Nti Connect, LLC | Nti Connect 401(K) Plan | 2023 | $23,225 | not reported in the loaded dataset |
Related Form 5500 pages
- Cleveland Clinic Savings And Investment Plan (plan 002)
- The Cleveland Clinic Foundation — all reported plans
- Spitzer Management Inc Profit Sharing And Savings Plan (plan 001)
- Spitzer Management, Inc. — all reported plans
- The Cleveland Clinic Foundation Dc Plans Master Trust (plan 012)
- The Cleveland Clinic Foundation — all reported plans
- Marion Body Works, Inc. Savings Plan (plan 002)
- Marion Body Works, Inc. — all reported plans
- Nti Connect 401(K) Plan (plan 001)
- Nti Connect, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources