Whitley Penn — 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, Whitley Penn is reported as a service provider on 10 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 10 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $253,650 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $253,650
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $253,650
- Filings
- 10
- Plan sponsors
- 9
- Plans
- 10
- 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 |
|---|---|---|---|
| Rosewood Hotels And Resorts, LLC. | CA | 2 | $40,685 |
| Celanese Americas LLC | TX | 1 | $38,934 |
| Ensco International Incorporated | TX | 1 | $38,110 |
| Guaranty Bancshares, Inc. | TX | 1 | $33,990 |
| Bepco, L.P. | TX | 1 | $33,475 |
| Remington Hotels, LLC | TX | 1 | $18,049 |
| Vertex Us Holdings, Inc. Dba Vertexone | TX | 1 | $17,685 |
| Standard Sales Company, L.P. | TX | 1 | $17,201 |
| Drive Shack Inc. | TX | 1 | $15,521 |
State footprint
Plans reporting Whitley Penn are sponsored in TX (8), CA (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Celanese Americas LLC | Celanese Americas Retirement Savings Plan | 2023 | $38,934 | not reported in the loaded dataset |
| Ensco International Incorporated | Valaris Savings Plan | 2023 | $38,110 | not reported in the loaded dataset |
| Guaranty Bancshares, Inc. | Guaranty Bancshares, Inc. Esop W/401(K) Provisions | 2023 | $33,990 | not reported in the loaded dataset |
| Bepco, L.P. | Bass Retirement Plan | 2023 | $33,475 | not reported in the loaded dataset |
| Rosewood Hotels And Resorts, LLC. | Rosewood Hotels And Resorts 401(K) Plan I | 2023 | $20,600 | not reported in the loaded dataset |
| Rosewood Hotels And Resorts, LLC | Rosewood Hotels And Resorts 401(K) Plan Ii | 2023 | $20,085 | not reported in the loaded dataset |
| Remington Hotels, LLC | Ashford Hospitality Services 401(K) Savings Plan | 2023 | $18,049 | not reported in the loaded dataset |
| Vertex Us Holdings, Inc. Dba Vertexone | Vertexone 401(K) Plan | 2023 | $17,685 | not reported in the loaded dataset |
| Standard Sales Company, L.P. | Standard Sales Company, L.P. 401(K) Plan | 2023 | $17,201 | not reported in the loaded dataset |
| Drive Shack Inc. | Drive Shack And American Golf 401(K) Retirement Savings Plan | 2023 | $15,521 | not reported in the loaded dataset |
Related Form 5500 pages
- Celanese Americas Retirement Savings Plan (plan 001)
- Celanese Americas LLC — all reported plans
- Valaris Savings Plan (plan 002)
- Ensco International Incorporated — all reported plans
- Guaranty Bancshares, Inc. Esop W/401(K) Provisions (plan 001)
- Guaranty Bancshares, Inc. — all reported plans
- Bass Retirement Plan (plan 002)
- Bepco, L.P. — all reported plans
- Rosewood Hotels And Resorts 401(K) Plan I (plan 002)
- Rosewood Hotels And Resorts, LLC. — all reported plans
- Rosewood Hotels And Resorts 401(K) Plan Ii (plan 003)
- Ashford Hospitality Services 401(K) Savings Plan (plan 001)
- Remington Hotels, LLC — all reported plans
- Vertexone 401(K) Plan (plan 001)
- Vertex Us Holdings, Inc. Dba Vertexone — all reported plans
- Standard Sales Company, L.P. 401(K) Plan (plan 001)
- Standard Sales Company, L.P. — all reported plans
- Drive Shack And American Golf 401(K) Retirement Savings Plan (plan 001)
- Drive Shack Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources