Woodbury Financial Services — 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, Woodbury Financial Services is reported as a service provider on 25 loaded Form 5500 filing(s) across 25 plan sponsor(s) and 25 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $236,504 and reported indirect compensation totals $459,038.
Reported compensation summary
- Reported direct compensation
- $236,504
- Reported indirect compensation
- $459,038
- Total reported compensation
- $695,542
- Filings
- 25
- Plan sponsors
- 25
- Plans
- 25
- 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 |
|---|---|---|---|
| Wheel Pros, LLC | CO | 1 | $107,097 |
| Homewood Disposal Service, Inc. | IL | 1 | $86,024 |
| Acrisure, LLC | MI | 1 | $67,003 |
| Genomatica, Inc. | CA | 1 | $35,716 |
| Zuern Building Products, Inc | WI | 1 | $34,923 |
| Goodwin University, Inc. | CT | 1 | $34,648 |
| First State Bank, Gainesville, Texas | TX | 1 | $34,339 |
| Psc Biotech Corporation | CA | 1 | $33,675 |
| Hallmark Building Supplies, Inc. | WI | 1 | $25,558 |
| Pacific Recreation Associates | WA | 1 | $23,124 |
State footprint
Plans reporting Woodbury Financial Services are sponsored in WI (4), TX (3), IL (2), MD (2), MI (2), CA (2), CO (2), TN (2), NJ (1), SC (1), CT (1), IA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Wheel Pros, LLC | Wheel Pros, LLC 401(K) Retirement Plan | 2023 | $107,097 | $0 |
| Homewood Disposal Service, Inc. | Homewood Disposal Service, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $86,024 |
| Acrisure, LLC | Hni Risk Services 401(K) Plan | 2023 | $0 | $67,003 |
| Genomatica, Inc. | Genomatica, Inc. 401(K) Plan | 2023 | $35,716 | not reported in the loaded dataset |
| Zuern Building Products, Inc | Zuern Building Products, Inc 401(K) Profit Sharing Plan | 2023 | $0 | $34,923 |
| Goodwin University, Inc. | Goodwin University Savings And Retirement Plan | 2023 | $0 | $34,648 |
| First State Bank, Gainesville, Texas | First State Bank 401(K) Profit Sharing And Employee Stock Ownership Plan | 2023 | $0 | $34,339 |
| Psc Biotech Corporation | Psc Biotech Corporation Retirement Plan | 2023 | $0 | $33,675 |
| Hallmark Building Supplies, Inc. | Hallmark Building Supplies, Inc. 401(K) Plan | 2023 | $0 | $25,558 |
| Pacific Recreation Associates | Bellevue Club Savings Plan | 2023 | $0 | $23,124 |
| J. Gibson Mcilvain Company | J. Gibson Mcilvain Employee 401(K) Ps Plan | 2023 | $22,820 | not reported in the loaded dataset |
| Associated Administrators LLC | Associated Administrators LLC 401(K) Ps Plan | 2023 | $22,595 | not reported in the loaded dataset |
| Ab Specialty Silicones, LLC | Ab Specialty Silicones Safe Harbor 401(K) Profit Sharing Plan | 2023 | $0 | $20,007 |
| Rmg Enterprise Solutions, Inc. | Korbyt 401(K) Plan | 2023 | $0 | $18,221 |
| The Brewer Company LLC | The Brewer Company LLC 401(K) Savings Plan | 2023 | $0 | $17,847 |
| Seabrook Brothers And Sons, Inc. | Seabrook Brothers And Sons, Inc. Profit Sharing Plan | 2023 | $0 | $16,638 |
| Itc Defense Corp | Itc Defense Corp 401(K) Profit Sharing Plan | 2023 | $15,534 | not reported in the loaded dataset |
| World Choice Investments, LLC & Great Choice Investments, LLC | World Choice Investments, LLC & Great Choice Investments, LLC 401(K) Plan | 2023 | $14,878 | not reported in the loaded dataset |
| Aggressive Manufacturing Innovations, Inc. | Automotive Manufacturing Employees' 401(K) Plan | 2023 | $0 | $13,929 |
| Hillcrest Healthcare Communities, I Nc. | Hillcrest Healthcare Communities 403(B) Plan | 2023 | $4,909 | $7,770 |
| Aurora Community Services, Inc. | Aurora Community Services, Inc. 401(K) And Employee Stock Ownership Plan | 2023 | $12,670 | not reported in the loaded dataset |
| Principal Life Insurance Company | Principal Ease 401(K) Plan | 2023 | $285 | $12,133 |
| Healthcare Highways, LLC | Healthcare Highways 401(K) Plan | 2023 | $0 | $11,416 |
| Grand Auto, Inc. | Moreland Dealerships Retirement Savings Plan | 2023 | $0 | $1,783 |
| Metrolina Greenhouses, Inc. | Metrolina Greenhouses, Inc. Profit Sharing Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Wheel Pros, LLC 401(K) Retirement Plan (plan 001)
- Wheel Pros, LLC — all reported plans
- Homewood Disposal Service, Inc. 401(K) Profit Sharing Plan (plan 001)
- Homewood Disposal Service, Inc. — all reported plans
- Hni Risk Services 401(K) Plan (plan 001)
- Acrisure, LLC — all reported plans
- Genomatica, Inc. 401(K) Plan (plan 001)
- Genomatica, Inc. — all reported plans
- Zuern Building Products, Inc 401(K) Profit Sharing Plan (plan 001)
- Zuern Building Products, Inc — all reported plans
- Goodwin University Savings And Retirement Plan (plan 001)
- Goodwin University, Inc. — all reported plans
- First State Bank 401(K) Profit Sharing And Employee Stock Ownership Plan (plan 002)
- First State Bank, Gainesville, Texas — all reported plans
- Psc Biotech Corporation Retirement Plan (plan 001)
- Psc Biotech Corporation — all reported plans
- Hallmark Building Supplies, Inc. 401(K) Plan (plan 002)
- Hallmark Building Supplies, Inc. — all reported plans
- Bellevue Club Savings Plan (plan 001)
- Pacific Recreation Associates — all reported plans
- J. Gibson Mcilvain Employee 401(K) Ps Plan (plan 003)
- J. Gibson Mcilvain Company — all reported plans
- Associated Administrators LLC 401(K) Ps Plan (plan 002)
- Associated Administrators LLC — all reported plans
- Ab Specialty Silicones Safe Harbor 401(K) Profit Sharing Plan (plan 001)
- Ab Specialty Silicones, LLC — all reported plans
- Korbyt 401(K) Plan (plan 001)
- Rmg Enterprise Solutions, Inc. — all reported plans
- The Brewer Company LLC 401(K) Savings Plan (plan 001)
- The Brewer Company LLC — all reported plans
- Seabrook Brothers And Sons, Inc. Profit Sharing Plan (plan 001)
- Seabrook Brothers And Sons, Inc. — all reported plans
- Itc Defense Corp 401(K) Profit Sharing Plan (plan 001)
- Itc Defense Corp — all reported plans
- World Choice Investments, LLC & Great Choice Investments, LLC 401(K) Plan (plan 001)
- World Choice Investments, LLC & Great Choice Investments, LLC — all reported plans
- Automotive Manufacturing Employees' 401(K) Plan (plan 001)
- Aggressive Manufacturing Innovations, Inc. — all reported plans
- Hillcrest Healthcare Communities 403(B) Plan (plan 002)
- Hillcrest Healthcare Communities, I Nc. — all reported plans
- Aurora Community Services, Inc. 401(K) And Employee Stock Ownership Plan (plan 002)
- Aurora Community Services, Inc. — all reported plans
- Principal Ease 401(K) Plan (plan 334)
- Principal Life Insurance Company — all reported plans
- Healthcare Highways 401(K) Plan (plan 001)
- Healthcare Highways, LLC — all reported plans
- Moreland Dealerships Retirement Savings Plan (plan 003)
- Grand Auto, Inc. — all reported plans
- Metrolina Greenhouses, Inc. Profit Sharing Plan (plan 001)
- Metrolina Greenhouses, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources