Visionpoint Advisory Group — 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, Visionpoint Advisory Group is reported as a service provider on 23 loaded Form 5500 filing(s) across 23 plan sponsor(s) and 23 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $486,022 and reported indirect compensation totals $340,209.

Reported compensation summary

Reported direct compensation
$486,022
Reported indirect compensation
$340,209
Total reported compensation
$826,231
Filings
23
Plan sponsors
23
Plans
23
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

Plan sponsors reporting the most compensation to Visionpoint Advisory Group
SponsorStatePlansReported compensation
Consolidated Electrical DistributorsTX1$95,000
Emp Serv, LLCMN1$87,309
Plains Commerce BankSD1$53,631
Bg Staff Services, Inc.TX1$50,638
Moroch Holdings, Inc.TX1$42,505
Westdale Asset Management, LtdTX1$40,804
Comprehensive Breast Care Center Of Texas, Inc.TX1$36,000
Brown Clinic P.L.L.P.SD1$35,176
Remotely Piloted Solutions, LLCTX1$35,057
Chuy'S Opco, Inc.TX1$34,765

State footprint

Plans reporting Visionpoint Advisory Group are sponsored in TX (12), SD (6), IA (3), MN (1), OK (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Consolidated Electrical DistributorsEmployee 401(K) Savings Plan2023$95,000not reported in the loaded dataset
Emp Serv, LLCEmp Serv, LLC 401(K) Profit Sharing Plan2023$0$87,309
Plains Commerce BankPlains Commerce Bank Retirement Plan2023$0$53,631
Bg Staff Services, Inc.Bg Staff Services Inc. Retirement Savings Plan2023$50,638not reported in the loaded dataset
Moroch Holdings, Inc.Moroch Holdings, Inc. 401(K) Savings Plan2023$42,505not reported in the loaded dataset
Westdale Asset Management, LtdWestdale Asset Management, Ltd 401(K) Plan2023$40,804not reported in the loaded dataset
Comprehensive Breast Care Center Of Texas, Inc.Solis Mammography 401(K) Plan2023$36,000not reported in the loaded dataset
Brown Clinic P.L.L.P.Brown Clinic, Pllp 401(K) Plan2023$0$35,176
Remotely Piloted Solutions, LLCRemotely Piloted Solutions, LLC2023$0$35,057
Chuy'S Opco, Inc.Chuy'S Opco, Inc. 401(K) Plan2023$0$34,765
Tec-CorpTec-Corp Employees' Retirement Plan2023$33,374not reported in the loaded dataset
Adams Thermal Systems Inc.Adams Thermal Systems Retirement Savings Plan2023$33,174not reported in the loaded dataset
One Technologies, LLCOne Technologies 401(K) Plan2023$32,963not reported in the loaded dataset
South Oxford Management LLCSouth Oxford Management LLC 401(K) Plan2023$0$32,147
Shur-Co, LLCShur-Co, LLC 401(K) Plan2023$31,637not reported in the loaded dataset
R.K. Black, Inc.R.K. Black, Inc. Retirement & Savings Plan2023$30,345not reported in the loaded dataset
Dallas Zoo Management, Inc.Dallas Zoo Management, Inc. 401(K) Plan2023$28,341not reported in the loaded dataset
Component Manufacturing CompanyComponent Manufacturing Company 401(K) Plan2023$0$26,179
Wheeler Manufacturing Co., Inc.Wheeler Manufacturing Co., Inc. Profit Sharing/401(K) Trust2023$0$18,019
Handicap Village Dba One VisionHandicap Village D/B/A One Vision 401(K) Retirement Savings Plan2023$0$17,926
Kalkomey Enterprises, LLCKalkomey Enterprises, LLC Retirement Plan2023$13,546not reported in the loaded dataset
Stoney Creek Hospitality CorporationStoney Creek 401k) Plan2023$11,193not reported in the loaded dataset
Arlington Orthopedic Associates, P.A.Arlington Orthopedic Associates, P.A. 401(K) Profit Sharing Plan2023$6,502not reported in the loaded dataset

Related Form 5500 pages