Waterford Advisors — 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, Waterford Advisors is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $35,560 and reported indirect compensation totals $14,987.
Reported compensation summary
- Reported direct compensation
- $35,560
- Reported indirect compensation
- $14,987
- Total reported compensation
- $50,547
- Filings
- 2
- Plan sponsors
- 2
- Plans
- 2
- 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 |
|---|---|---|---|
| Tronconi Segarra & Associates Llp | NY | 1 | $28,223 |
| Kelton Enterprises, LLC | NY | 1 | $22,324 |
State footprint
Plans reporting Waterford Advisors are sponsored in NY (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Tronconi Segarra & Associates Llp | Tronconi Segarra & Associates Llp 401(K) Profit Sharing Plan | 2023 | $28,223 | not reported in the loaded dataset |
| Kelton Enterprises, LLC | Kelton Enterprises, LLC 401(K) Profit Sharing Plan | 2023 | $7,337 | $14,987 |