Whartonhill 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, Whartonhill Advisors, LLC is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $91,455 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $91,455
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $91,455
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Penn Community Bank | PA | 1 | $69,166 |
| Select Veal Feeds, Inc. | PA | 1 | $11,778 |
| Newport Group, Inc. | CA | 1 | $10,511 |
State footprint
Plans reporting Whartonhill Advisors, LLC are sponsored in PA (2), CA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Penn Community Bank | Penn Community Bank Retirement Plan | 2023 | $69,166 | not reported in the loaded dataset |
| Select Veal Feeds, Inc. | Select Veal Feeds, Inc. 401(K) Profit Sharing Plan | 2023 | $11,778 | not reported in the loaded dataset |
| Newport Group, Inc. | Ascensus Secure Retirement Pooled Employer Plan | 2023 | $10,511 | not reported in the loaded dataset |
Related Form 5500 pages
- Penn Community Bank Retirement Plan (plan 002)
- Penn Community Bank — all reported plans
- Select Veal Feeds, Inc. 401(K) Profit Sharing Plan (plan 001)
- Select Veal Feeds, Inc. — all reported plans
- Ascensus Secure Retirement Pooled Employer Plan (plan 002)
- Newport Group, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources