Woodbury Financial Services Inc — 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 Inc is reported as a service provider on 71 loaded Form 5500 filing(s) across 70 plan sponsor(s) and 71 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,498,270 and reported indirect compensation totals $388,492.
Reported compensation summary
- Reported direct compensation
- $1,498,270
- Reported indirect compensation
- $388,492
- Total reported compensation
- $1,886,762
- Filings
- 71
- Plan sponsors
- 70
- Plans
- 71
- 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 |
|---|---|---|---|
| Ho-Chunk, Inc. | NE | 1 | $147,163 |
| Plan Professionals, LLC | NJ | 2 | $142,695 |
| Hoffer Plastics Corporation | IL | 1 | $96,672 |
| Meriton, LLC | TX | 1 | $80,513 |
| White Oak Global Advisors, LLC | CA | 1 | $61,481 |
| Insight Investments, LLC | CA | 1 | $54,698 |
| Amy'S Kitchen, Inc. | CA | 1 | $46,250 |
| Otto Candies, LLC | LA | 1 | $46,118 |
| Pinnacle Technical Resources, Inc. | TX | 1 | $45,861 |
| Atlantic General Hospital Corp | MD | 1 | $42,891 |
State footprint
Plans reporting Woodbury Financial Services Inc are sponsored in CA (16), TX (9), IL (7), TN (5), NJ (5), AZ (5), WI (3), CT (3), KS (3), IN (2), GA (2), MI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Ho-Chunk, Inc. | Ho-Chunk, Inc. 401(K) Plan | 2023 | $147,163 | not reported in the loaded dataset |
| Plan Professionals, LLC | Isolved 401-K Plan | 2023 | $131,308 | not reported in the loaded dataset |
| Hoffer Plastics Corporation | Hoffer Plastics Corporation Profit Sharing And 401(K) Plan | 2023 | $96,672 | not reported in the loaded dataset |
| Meriton, LLC | Meriton, LLC 401(K) Profit Sharing Plan | 2023 | $80,513 | not reported in the loaded dataset |
| White Oak Global Advisors, LLC | The White Oak 401(K) Plan | 2023 | $61,481 | not reported in the loaded dataset |
| Insight Investments, LLC | Insight Investments, LLC 401(K) Profit Sharing Plan | 2023 | $54,698 | not reported in the loaded dataset |
| Amy'S Kitchen, Inc. | Amy'S Kitchen, Inc. 401(K) Retirement Plan | 2023 | $46,250 | not reported in the loaded dataset |
| Otto Candies, LLC | Otto Candies, LLC Retirement Savings Plan | 2023 | $0 | $46,118 |
| Pinnacle Technical Resources, Inc. | Pinnacle Technical Resources 401(K) Plan | 2023 | $45,861 | not reported in the loaded dataset |
| Atlantic General Hospital Corp | Atlantic General Hospital Corporation Tax Deferred Plan | 2023 | $0 | $42,891 |
| Dauby O'Connor & Zaleski, LLC | Dauby O'Connor & Zaleski, LLC Retirement Plan | 2023 | $0 | $41,952 |
| Gemma Power Systems, LLC | Gemma Power Systems 401(K) Plan | 2023 | $40,417 | $0 |
| Heath Ceramics, Ltd. | Heath Ceramics, Ltd. 401(K) Plan | 2023 | $38,583 | not reported in the loaded dataset |
| Knoxville Hospital And Clinics | Knoxville Hospital And Clinics Tax Sheltered Annuity Plan | 2023 | $38,562 | not reported in the loaded dataset |
| Hgc Construction Co. | Hgc 401(K) Savings Plan | 2023 | $37,282 | not reported in the loaded dataset |
| Johnson Service Group, Inc. | Johnson Service Group, Inc. Retirement Savings Plan - Contract Employees | 2023 | $0 | $33,215 |
| New Wincup Holdings, Inc. | New Wincup Holdings, Inc. 401(K) Retirement Savings Plan | 2023 | $32,488 | not reported in the loaded dataset |
| Rombauer Vineyards, Inc. | Rombauer Vineyards, Inc. 401(K) Salary Savings Plan | 2023 | $32,192 | not reported in the loaded dataset |
| Union Square Credit Union | Union Square Credit Union 401(K) Plan | 2023 | $31,291 | not reported in the loaded dataset |
| Vizance, Inc. | Vizance, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $31,156 |
| Caymus Vineyards | Caymus Vineyards 401(K) And Profit Sharing Plan | 2023 | $30,061 | not reported in the loaded dataset |
| Delta Electronics (Usa) Inc. | Delta Electronics (Usa) Inc. 401(K) Plan | 2023 | $29,259 | not reported in the loaded dataset |
| Pack Automotive Group | Pack Automotive Group 401(K) Plan | 2023 | $0 | $28,018 |
| Verrex LLC | Verrex 401(K) Savings/Retirement Plan & Trust | 2023 | $27,111 | $0 |
| National Electronic Attachment, Inc | Vyne 401(K) Retirement Plan | 2023 | $26,055 | not reported in the loaded dataset |
| The Simon Konover Company | The Simon Konover Company 401k Savings Plan | 2023 | $0 | $24,753 |
| Hilgartwilson, LLC | Hilgartwilson, LLC 401(K) Plan | 2023 | $22,747 | not reported in the loaded dataset |
| Boka Powell, LLC | Boka Powell, LLC. 401(K) Plan | 2023 | $22,439 | not reported in the loaded dataset |
| Sterling Site Access Solutions, LLC | Sterling Site Access Solutions, LLC 401(K) Plan | 2023 | $22,295 | not reported in the loaded dataset |
| Moody National Bank | Moody National Bank 401(K) Plan | 2023 | $0 | $21,312 |
| Act LLC | Act LLC 401(K) Plan | 2023 | $21,105 | not reported in the loaded dataset |
| Bay Area Community Services, Inc. | Bay Area Community Services 403(B) Plan | 2023 | $20,963 | not reported in the loaded dataset |
| High Point Networks, LLC | High Point Networks, LLC 401(K) & Profit Sharing Plan | 2023 | $20,317 | not reported in the loaded dataset |
| Paul Hobbs Winery, Lp | Paul Hobbs Winery, Lp 401(K) Safe Harbor Plan | 2023 | $20,278 | not reported in the loaded dataset |
| Hubergroup Usa, Inc. | Hubergroup Usa, Inc. 401(K) Thrift Plan | 2023 | $20,162 | not reported in the loaded dataset |
| Kyyba, Inc. | Kyyba, Inc. 401(K) Plan | 2023 | $20,066 | not reported in the loaded dataset |
| Easter Seals Metropolitan Chicago, Inc. | Easter Seals Metropolitan Chicago, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $19,837 |
| Threshold Enterprises, Ltd. | Threshold Enterprises, Ltd. 401(K) Plan | 2023 | $19,249 | not reported in the loaded dataset |
| Cloudflare, Inc. | Cloudflare 401(K) Plan | 2023 | $19,094 | not reported in the loaded dataset |
| Beauty 21 Cosmetics Inc | Beauty 21 Cosmetics Inc 401k Plan | 2023 | $17,622 | not reported in the loaded dataset |
| Avionte, LLC | Avionte, LLC 401(K) Plan | 2023 | $0 | $17,575 |
| Legacy Professionals Llp | Legacy Professionals Llp 401(K) Plan | 2023 | $16,766 | not reported in the loaded dataset |
| R.H. Dupper Landscaping, Inc. | R.H. Dupper Landscaping, Inc. 401(K) And Profit Sharing Plan | 2023 | $0 | $16,540 |
| New Hope Of Arizona, Inc | New Hope Of Arizona 401(K) Profit Sharing Plan | 2023 | $16,485 | not reported in the loaded dataset |
| Inceed, LLC | Inceed, LLC Profit Sharing Plan | 2023 | $0 | $16,117 |
| Family First Funding, LLC | Family First Funding, LLC 401(K) Plan | 2023 | $0 | $16,074 |
| Loomis House, Inc. | The Loomis Communities 403(B) Retirement Plan | 2023 | $13,838 | not reported in the loaded dataset |
| So. Cal. Dental Partners, Inc. | So. Cal. Dental Partners, Inc. Retirement Plan | 2023 | $13,376 | not reported in the loaded dataset |
| Clearwing Productions, Inc. | Clearwing Productions, Inc. 401(K) Plan | 2023 | $0 | $13,059 |
| Jay Petroleum Inc. | Jay Petroleum Inc. 401k Plan | 2023 | $12,614 | not reported in the loaded dataset |
Related Form 5500 pages
- Ho-Chunk, Inc. 401(K) Plan (plan 001)
- Ho-Chunk, Inc. — all reported plans
- Isolved 401-K Plan (plan 310)
- Plan Professionals, LLC — all reported plans
- Hoffer Plastics Corporation Profit Sharing And 401(K) Plan (plan 001)
- Hoffer Plastics Corporation — all reported plans
- Meriton, LLC 401(K) Profit Sharing Plan (plan 001)
- Meriton, LLC — all reported plans
- The White Oak 401(K) Plan (plan 001)
- White Oak Global Advisors, LLC — all reported plans
- Insight Investments, LLC 401(K) Profit Sharing Plan (plan 001)
- Insight Investments, LLC — all reported plans
- Amy'S Kitchen, Inc. 401(K) Retirement Plan (plan 001)
- Amy'S Kitchen, Inc. — all reported plans
- Otto Candies, LLC Retirement Savings Plan (plan 001)
- Otto Candies, LLC — all reported plans
- Pinnacle Technical Resources 401(K) Plan (plan 001)
- Pinnacle Technical Resources, Inc. — all reported plans
- Atlantic General Hospital Corporation Tax Deferred Plan (plan 001)
- Atlantic General Hospital Corp — all reported plans
- Dauby O'Connor & Zaleski, LLC Retirement Plan (plan 001)
- Dauby O'Connor & Zaleski, LLC — all reported plans
- Gemma Power Systems 401(K) Plan (plan 001)
- Gemma Power Systems, LLC — all reported plans
- Heath Ceramics, Ltd. 401(K) Plan (plan 001)
- Heath Ceramics, Ltd. — all reported plans
- Knoxville Hospital And Clinics Tax Sheltered Annuity Plan (plan 002)
- Knoxville Hospital And Clinics — all reported plans
- Hgc 401(K) Savings Plan (plan 002)
- Hgc Construction Co. — all reported plans
- Johnson Service Group, Inc. Retirement Savings Plan - Contract Employees (plan 001)
- Johnson Service Group, Inc. — all reported plans
- New Wincup Holdings, Inc. 401(K) Retirement Savings Plan (plan 001)
- New Wincup Holdings, Inc. — all reported plans
- Rombauer Vineyards, Inc. 401(K) Salary Savings Plan (plan 001)
- Rombauer Vineyards, Inc. — all reported plans
- Union Square Credit Union 401(K) Plan (plan 001)
- Union Square Credit Union — all reported plans
- Vizance, Inc. 401(K) Profit Sharing Plan (plan 001)
- Vizance, Inc. — all reported plans
- Caymus Vineyards 401(K) And Profit Sharing Plan (plan 003)
- Caymus Vineyards — all reported plans
- Delta Electronics (Usa) Inc. 401(K) Plan (plan 001)
- Delta Electronics (Usa) Inc. — all reported plans
- Pack Automotive Group 401(K) Plan (plan 001)
- Pack Automotive Group — all reported plans
- Verrex 401(K) Savings/Retirement Plan & Trust (plan 001)
- Verrex LLC — all reported plans
- Vyne 401(K) Retirement Plan (plan 001)
- National Electronic Attachment, Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources