Wcg Wealth 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, Wcg Wealth Advisors LLC is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $103,701 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $103,701
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $103,701
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| Calcon Mutual Mortgage LLC, Dba Onetrust Home Loans | CA | 1 | $52,381 |
| Pillen Family Farms, Inc. | NE | 1 | $40,236 |
| The Charles Schwab Corporation | TX | 1 | $7,630 |
| Webco Group Holdings, Inc. | KS | 1 | $3,454 |
State footprint
Plans reporting Wcg Wealth Advisors LLC are sponsored in CA (1), KS (1), NE (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Calcon Mutual Mortgage LLC, Dba Onetrust Home Loans | Calcon Family Of Companies 401(K) Plan | 2023 | $52,381 | not reported in the loaded dataset |
| Pillen Family Farms, Inc. | Pillen Family Farms, Inc. 401(K) Plan | 2023 | $40,236 | not reported in the loaded dataset |
| The Charles Schwab Corporation | Schwabplan Retirement Savings And Investment Plan | 2023 | $7,630 | not reported in the loaded dataset |
| Webco Group Holdings, Inc. | Webco Group Holdings, Inc. Esop/401(K) Plan | 2023 | $3,454 | not reported in the loaded dataset |
Related Form 5500 pages
- Calcon Family Of Companies 401(K) Plan (plan 001)
- Calcon Mutual Mortgage LLC, Dba Onetrust Home Loans — all reported plans
- Pillen Family Farms, Inc. 401(K) Plan (plan 001)
- Pillen Family Farms, Inc. — all reported plans
- Schwabplan Retirement Savings And Investment Plan (plan 002)
- The Charles Schwab Corporation — all reported plans
- Webco Group Holdings, Inc. Esop/401(K) Plan (plan 002)
- Webco Group Holdings, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources