Wealthspire 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, Wealthspire Advisors LLC is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $177,547 and reported indirect compensation totals $19,784.
Reported compensation summary
- Reported direct compensation
- $177,547
- Reported indirect compensation
- $19,784
- Total reported compensation
- $197,331
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- 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 |
|---|---|---|---|
| The Medical College Of Wisconsin, Inc. | WI | 1 | $59,914 |
| Davis+Gilbert Llp | NY | 1 | $48,967 |
| Nfp Corp. | NY | 1 | $37,440 |
| Guggenheim Services, LLC | IL | 1 | $21,067 |
| Katten Muchin Rosenman Llp | IL | 1 | $19,784 |
| United Airlines, Inc. | IL | 1 | $10,159 |
State footprint
Plans reporting Wealthspire Advisors LLC are sponsored in IL (3), NY (2), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| The Medical College Of Wisconsin, Inc. | The Medical College Of Wisconsin, Inc. Retirement Plan | 2023 | $59,914 | not reported in the loaded dataset |
| Davis+Gilbert Llp | Davis+Gilbert Llp Profit Sharing Retirement Plan | 2023 | $48,967 | not reported in the loaded dataset |
| Nfp Corp. | Nfp Corp. 401(K) Plan | 2023 | $37,440 | not reported in the loaded dataset |
| Guggenheim Services, LLC | Guggenheim Services Retirement Savings Plan | 2023 | $21,067 | not reported in the loaded dataset |
| Katten Muchin Rosenman Llp | Katten Muchin Rosenman Llp Defined Contribution Plan | 2023 | $0 | $19,784 |
| United Airlines, Inc. | United Airlines Pilot Retirement Account Plan | 2023 | $10,159 | not reported in the loaded dataset |
Related Form 5500 pages
- The Medical College Of Wisconsin, Inc. Retirement Plan (plan 001)
- The Medical College Of Wisconsin, Inc. — all reported plans
- Davis+Gilbert Llp Profit Sharing Retirement Plan (plan 001)
- Davis+Gilbert Llp — all reported plans
- Nfp Corp. 401(K) Plan (plan 001)
- Nfp Corp. — all reported plans
- Guggenheim Services Retirement Savings Plan (plan 001)
- Guggenheim Services, LLC — all reported plans
- Katten Muchin Rosenman Llp Defined Contribution Plan (plan 007)
- Katten Muchin Rosenman Llp — all reported plans
- United Airlines Pilot Retirement Account Plan (plan 202)
- United Airlines, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources