Waverly Advisors, 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, Waverly Advisors, LLC 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 $943,130 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $943,130
- Reported indirect compensation
- $0
- Total reported compensation
- $943,130
- 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
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Cullman Primary Care, P.C. | AL | 1 | $93,871 |
| Yorktown Systems Group | AL | 1 | $78,501 |
| Metro Bank | AL | 1 | $70,041 |
| Red Diamond, Inc. | AL | 1 | $65,115 |
| Wrd, Inc. | GA | 1 | $53,972 |
| Signal Centers | TN | 1 | $53,045 |
| Craneworks, Inc. | AL | 1 | $51,003 |
| Cullman Cabinet & Supply Co., Inc. | AL | 1 | $50,026 |
| Sigma Defense Systems, LLC | GA | 1 | $48,611 |
| Sims Bark Co., Inc. | AL | 1 | $44,816 |
State footprint
Plans reporting Waverly Advisors, LLC are sponsored in AL (16), GA (3), FL (1), KS (1), NC (1), TN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Cullman Primary Care, P.C. | Cullman Primary Care, P.C. 401(K) Profit Sharing Plan | 2023 | $93,871 | $0 |
| Yorktown Systems Group | Yorktown Systems Group 401(K) Plan | 2023 | $78,501 | $0 |
| Metro Bank | Metro Bank 401(K)Plan | 2023 | $70,041 | $0 |
| Red Diamond, Inc. | Red Diamond, Inc. Retirement Savings Plan | 2023 | $65,115 | $0 |
| Wrd, Inc. | Wrd, Inc./Timber Products Inspection 401(K) Profit Sharing Plan | 2023 | $53,972 | $0 |
| Signal Centers | Signal Centers 401(K) Plan | 2023 | $53,045 | $0 |
| Craneworks, Inc. | Craneworks, Inc. 401(K) Plan | 2023 | $51,003 | $0 |
| Cullman Cabinet & Supply Co., Inc. | Cullman Cabinet & Supply Co., Inc. Profit Sharing Plan | 2023 | $50,026 | $0 |
| Sigma Defense Systems, LLC | Sigma Defense Systems, Inc. 401(K) Plan | 2023 | $48,611 | $0 |
| Sims Bark Co., Inc. | Sims Bark Co., Inc. 401(K) Profit Sharing Plan | 2023 | $44,816 | $0 |
| Br Williams Trucking Inc | Br Williams Trucking Inc 401(K) Profit Sharing Plan | 2023 | $44,047 | $0 |
| Mitchell Grocery Corporation | Mitchell Grocery Corporation Profit Sharing/401(K) Plan | 2023 | $40,622 | not reported in the loaded dataset |
| Industrial Chemicals, Inc. | Industrial Chemicals, Inc. Profit Sharing Plan | 2023 | $37,852 | $0 |
| Arcatech Systems, LLC | Arcatech Systems Profit Sharing And Retirement Plan | 2023 | $37,666 | $0 |
| C.A. Murren & Sons Company, Inc. | C.A. Murren & Sons Company, Inc. Employee Savings Trust | 2023 | $32,942 | $0 |
| Wellborn Cabinet Inc. | Wellborn Cabinet, Inc. 401(K) Profit Sharing Plan | 2023 | $32,205 | $0 |
| Ncp Capco Development Co, Inc. | Alliance Partners 401(K) Plan | 2023 | $26,288 | $0 |
| 10 Below, LLC | 10 Below, LLC 401(K) Plan | 2023 | $21,431 | $0 |
| Starnes Davis Florie Llp | Starnes Davis Florie Llp 401(K) Profit Sharing Plan | 2023 | $20,521 | not reported in the loaded dataset |
| Melitta North America, Inc. | Melitta 401(K) Plan | 2023 | $15,000 | not reported in the loaded dataset |
| Premier Medical Group, Inc. | Premier Medical Group, Inc. 401(K) Profit Sharing Plan | 2023 | $9,434 | not reported in the loaded dataset |
| Warren Averett Companies, LLC | Warren Averett Companies, LLC Profit Sharing Plan | 2023 | $9,233 | $0 |
| Ios Employment, LLC | Ios Employment, LLC 401(K) Plan | 2023 | $6,888 | $0 |
Related Form 5500 pages
- Cullman Primary Care, P.C. 401(K) Profit Sharing Plan (plan 001)
- Cullman Primary Care, P.C. — all reported plans
- Yorktown Systems Group 401(K) Plan (plan 001)
- Yorktown Systems Group — all reported plans
- Metro Bank 401(K)Plan (plan 001)
- Metro Bank — all reported plans
- Red Diamond, Inc. Retirement Savings Plan (plan 002)
- Red Diamond, Inc. — all reported plans
- Wrd, Inc./Timber Products Inspection 401(K) Profit Sharing Plan (plan 001)
- Wrd, Inc. — all reported plans
- Signal Centers 401(K) Plan (plan 001)
- Signal Centers — all reported plans
- Craneworks, Inc. 401(K) Plan (plan 001)
- Craneworks, Inc. — all reported plans
- Cullman Cabinet & Supply Co., Inc. Profit Sharing Plan (plan 001)
- Cullman Cabinet & Supply Co., Inc. — all reported plans
- Sigma Defense Systems, Inc. 401(K) Plan (plan 001)
- Sigma Defense Systems, LLC — all reported plans
- Sims Bark Co., Inc. 401(K) Profit Sharing Plan (plan 001)
- Sims Bark Co., Inc. — all reported plans
- Br Williams Trucking Inc 401(K) Profit Sharing Plan (plan 001)
- Br Williams Trucking Inc — all reported plans
- Mitchell Grocery Corporation Profit Sharing/401(K) Plan (plan 002)
- Mitchell Grocery Corporation — all reported plans
- Industrial Chemicals, Inc. Profit Sharing Plan (plan 001)
- Industrial Chemicals, Inc. — all reported plans
- Arcatech Systems Profit Sharing And Retirement Plan (plan 001)
- Arcatech Systems, LLC — all reported plans
- C.A. Murren & Sons Company, Inc. Employee Savings Trust (plan 001)
- C.A. Murren & Sons Company, Inc. — all reported plans
- Wellborn Cabinet, Inc. 401(K) Profit Sharing Plan (plan 001)
- Wellborn Cabinet Inc. — all reported plans
- Alliance Partners 401(K) Plan (plan 002)
- Ncp Capco Development Co, Inc. — all reported plans
- 10 Below, LLC 401(K) Plan (plan 001)
- 10 Below, LLC — all reported plans
- Starnes Davis Florie Llp 401(K) Profit Sharing Plan (plan 002)
- Starnes Davis Florie Llp — all reported plans
- Melitta 401(K) Plan (plan 001)
- Melitta North America, Inc. — all reported plans
- Premier Medical Group, Inc. 401(K) Profit Sharing Plan (plan 001)
- Premier Medical Group, Inc. — all reported plans
- Warren Averett Companies, LLC Profit Sharing Plan (plan 004)
- Warren Averett Companies, LLC — all reported plans
- Ios Employment, LLC 401(K) Plan (plan 001)
- Ios Employment, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources