Tmd Wealth Management — 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, Tmd Wealth Management 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 $153,138 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $153,138
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $153,138
- 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 |
|---|---|---|---|
| V.I.P. Mortgage, Inc. | AZ | 1 | $95,913 |
| Denova Collaborative Health | AZ | 1 | $33,564 |
| Healthequity Retirement Services, LLC | UT | 1 | $23,661 |
State footprint
Plans reporting Tmd Wealth Management are sponsored in AZ (2), UT (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| V.I.P. Mortgage, Inc. | Strunk Hr, LLC 401(K) Plan | 2023 | $95,913 | not reported in the loaded dataset |
| Denova Collaborative Health | Denova Collaborative Health 401(K) Plan | 2023 | $33,564 | not reported in the loaded dataset |
| Healthequity Retirement Services, LLC | Retirement Income Security Plan | 2023 | $23,661 | not reported in the loaded dataset |
Related Form 5500 pages
- Strunk Hr, LLC 401(K) Plan (plan 001)
- V.I.P. Mortgage, Inc. — all reported plans
- Denova Collaborative Health 401(K) Plan (plan 001)
- Denova Collaborative Health — all reported plans
- Retirement Income Security Plan (plan 333)
- Healthequity Retirement Services, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources