The Waterford Group, 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, The Waterford Group, LLC is reported as a service provider on 21 loaded Form 5500 filing(s) across 20 plan sponsor(s) and 21 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $612,466 and reported indirect compensation totals $30,820.
Reported compensation summary
- Reported direct compensation
- $612,466
- Reported indirect compensation
- $30,820
- Total reported compensation
- $643,286
- Filings
- 21
- Plan sponsors
- 20
- Plans
- 21
- 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 |
|---|---|---|---|
| Labella Associates, D.P.C. | NY | 1 | $122,172 |
| Elizabeth Wende Breast Care, LLC | NY | 2 | $118,323 |
| Genesee Regional Bank | NY | 1 | $51,034 |
| Jml Optical Industries, LLC | NY | 1 | $44,812 |
| American Rock Salt Company LLC | NY | 1 | $44,000 |
| Cramer Production Business Trust | MA | 1 | $37,500 |
| Jot Management LLC D/B/A Sycamore Medical Management | NJ | 1 | $34,683 |
| Progressive Machine & Design, LLC | NY | 1 | $25,000 |
| Eldorado Country Club, Inc. | CA | 1 | $22,165 |
| Day Automation Systems, Inc. | NY | 1 | $20,000 |
State footprint
Plans reporting The Waterford Group, LLC are sponsored in NY (11), CA (3), NJ (2), NC (1), NH (1), SC (1), MA (1), MI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Labella Associates, D.P.C. | Labella Associates Profit Sharing / 401(K) Plan | 2023 | $122,172 | $0 |
| Elizabeth Wende Breast Care, LLC | Elizabeth Wende Breast Care, LLC 401(K) Profit Sharing Plan | 2023 | $91,593 | $0 |
| Genesee Regional Bank | Genesee Regional Bank 401(K) Plan And Trust | 2023 | $51,034 | not reported in the loaded dataset |
| Jml Optical Industries, LLC | Jml Optical Industries LLC 401k Profit Sharing Plan & Trust | 2023 | $44,812 | $0 |
| American Rock Salt Company LLC | American Rock Salt Company 401(K) Plan | 2023 | $44,000 | not reported in the loaded dataset |
| Cramer Production Business Trust | Cramer Production Employee'S 401(K) Plan | 2023 | $37,500 | not reported in the loaded dataset |
| Jot Management LLC D/B/A Sycamore Medical Management | The Plastic Surgery Center, Pa Safe Harbor Pension Plan | 2023 | $34,683 | not reported in the loaded dataset |
| Elizabeth Wende Breast Care, LLC | Elizabeth Wende Breast Care LLC Retirement Plan | 2023 | $26,730 | not reported in the loaded dataset |
| Progressive Machine & Design, LLC | Progressive Machine & Design, LLC 401(K) Plan | 2023 | $25,000 | not reported in the loaded dataset |
| Eldorado Country Club, Inc. | Eldorado Country Club 401(K) Profit Sharing Plan | 2023 | $22,165 | $0 |
| Day Automation Systems, Inc. | Day Automation Systems, Inc. 401(K) Plan | 2023 | $20,000 | not reported in the loaded dataset |
| Insidere, LLC | Insidere 401(K) Retirement Plan | 2023 | $19,458 | not reported in the loaded dataset |
| Employee Relations Associates, Inc. | Talentbridge Companies 401(K) Plan | 2023 | $18,839 | not reported in the loaded dataset |
| Eagle View Technologies, Inc. | Eagle View Technologies, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $16,512 |
| Apex Innovative Sciences, Inc. | Apex Innovative Sciences, Inc. 401(K) Plan | 2023 | $15,425 | not reported in the loaded dataset |
| American Aerogel Corporation | American Aerogel Corporation 401(K) Profit Sharing Plan | 2023 | $14,137 | $0 |
| A123 Systems LLC | A123 Systems LLC 401(K) Plan | 2023 | $0 | $12,808 |
| Cherryroad Technologies Inc. | Cherryroad Technologies 401(K) Profit Sharing Plan | 2023 | $8,351 | $1,500 |
| Alumni Ventures, LLC | Alumni Ventures 401(K) Plan | 2023 | $7,500 | not reported in the loaded dataset |
| Usherwood Business Equipment Inc. | Usherwood Business Equipment Inc. Dba Usherwood Office Technology 401(K) Profit Sharing Plan | 2023 | $6,000 | not reported in the loaded dataset |
| Karoun Dairies, LLC | Lactalis Dairy Usa 401(K) Plan | 2023 | $3,067 | not reported in the loaded dataset |
Related Form 5500 pages
- Labella Associates Profit Sharing / 401(K) Plan (plan 002)
- Labella Associates, D.P.C. — all reported plans
- Elizabeth Wende Breast Care, LLC 401(K) Profit Sharing Plan (plan 001)
- Elizabeth Wende Breast Care, LLC — all reported plans
- Genesee Regional Bank 401(K) Plan And Trust (plan 001)
- Genesee Regional Bank — all reported plans
- Jml Optical Industries LLC 401k Profit Sharing Plan & Trust (plan 001)
- Jml Optical Industries, LLC — all reported plans
- American Rock Salt Company 401(K) Plan (plan 001)
- American Rock Salt Company LLC — all reported plans
- Cramer Production Employee'S 401(K) Plan (plan 001)
- Cramer Production Business Trust — all reported plans
- The Plastic Surgery Center, Pa Safe Harbor Pension Plan (plan 001)
- Jot Management LLC D/B/A Sycamore Medical Management — all reported plans
- Elizabeth Wende Breast Care LLC Retirement Plan (plan 003)
- Progressive Machine & Design, LLC 401(K) Plan (plan 001)
- Progressive Machine & Design, LLC — all reported plans
- Eldorado Country Club 401(K) Profit Sharing Plan (plan 001)
- Eldorado Country Club, Inc. — all reported plans
- Day Automation Systems, Inc. 401(K) Plan (plan 001)
- Day Automation Systems, Inc. — all reported plans
- Insidere 401(K) Retirement Plan (plan 001)
- Insidere, LLC — all reported plans
- Talentbridge Companies 401(K) Plan (plan 001)
- Employee Relations Associates, Inc. — all reported plans
- Eagle View Technologies, Inc. 401(K) Profit Sharing Plan (plan 001)
- Eagle View Technologies, Inc. — all reported plans
- Apex Innovative Sciences, Inc. 401(K) Plan (plan 001)
- Apex Innovative Sciences, Inc. — all reported plans
- American Aerogel Corporation 401(K) Profit Sharing Plan (plan 001)
- American Aerogel Corporation — all reported plans
- A123 Systems LLC 401(K) Plan (plan 001)
- A123 Systems LLC — all reported plans
- Cherryroad Technologies 401(K) Profit Sharing Plan (plan 001)
- Cherryroad Technologies Inc. — all reported plans
- Alumni Ventures 401(K) Plan (plan 002)
- Alumni Ventures, LLC — all reported plans
- Usherwood Business Equipment Inc. Dba Usherwood Office Technology 401(K) Profit Sharing Plan (plan 001)
- Usherwood Business Equipment Inc. — all reported plans
- Lactalis Dairy Usa 401(K) Plan (plan 002)
- Karoun Dairies, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources