Merrill Lynch, Pierce, Fenner — 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, Merrill Lynch, Pierce, Fenner is reported as a service provider on 68 loaded Form 5500 filing(s) across 66 plan sponsor(s) and 68 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $4,748,815 and reported indirect compensation totals $11,100.
Reported compensation summary
- Reported direct compensation
- $4,748,815
- Reported indirect compensation
- $11,100
- Total reported compensation
- $4,759,915
- Filings
- 68
- Plan sponsors
- 66
- Plans
- 68
- 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 |
|---|---|---|---|
| Kpmg Llp | NJ | 3 | $1,897,110 |
| Fca Us LLC | MI | 1 | $880,865 |
| Carnegie Hall Corporation | NY | 1 | $239,678 |
| Acme Building Brands, Inc. | TX | 1 | $233,388 |
| Doerfer Corporation | IA | 1 | $81,956 |
| The Guardian Foundation, Inc. | TN | 1 | $75,428 |
| New Era Life Insurance Company | TX | 1 | $68,452 |
| Ltimindtree Limited | NJ | 1 | $68,397 |
| Ost Inc | VA | 1 | $56,091 |
| Hollis Seunarine Mdpa LLC | MD | 1 | $46,323 |
State footprint
Plans reporting Merrill Lynch, Pierce, Fenner are sponsored in FL (11), CA (10), NJ (7), NY (5), MI (4), MA (4), TX (4), MD (3), OH (3), VA (2), CT (2), DC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Kpmg Llp | Kpmg 401(K) Capital Accumulation Plan | 2023 | $1,865,784 | not reported in the loaded dataset |
| Fca Us LLC | Fca Us LLC Defined Contribution Plan Master Trust | 2023 | $880,865 | $0 |
| Carnegie Hall Corporation | Retirement Plan For Employees Of The Carnegie Hall Corporation | 2023 | $239,678 | $0 |
| Acme Building Brands, Inc. | Acme Brick Company 401(K) Retirement & Savings Plan | 2023 | $233,388 | $0 |
| Doerfer Corporation | Doerfer Corporation 401(K) Profit Sharing Plan & Trust | 2023 | $81,956 | not reported in the loaded dataset |
| The Guardian Foundation, Inc. | The Guardian Foundation, Inc. Retirement Plan | 2023 | $75,428 | not reported in the loaded dataset |
| New Era Life Insurance Company | New Era Life Insurance Company 401(K) Profit Sharing Plan & Trust | 2023 | $68,452 | not reported in the loaded dataset |
| Ltimindtree Limited | Ltimindtree Limited 401(K) Profit Sharing Plan & Trust | 2023 | $68,397 | not reported in the loaded dataset |
| Ost Inc | Ost Inc 401(K) Profit Sharing Plan & Trust | 2023 | $56,091 | not reported in the loaded dataset |
| Hollis Seunarine Mdpa LLC | Hollis Seunarine Mdpa LLC 401(K) Profit Sharing Plan & Trust | 2023 | $46,323 | not reported in the loaded dataset |
| Board Of Trustees American Maritime Officers Defined Contribution Plan | American Maritime Officers Defined Contribution Plan | 2023 | $46,195 | not reported in the loaded dataset |
| The Board Of Trustees American Maritime Officers Pension Plan | American Maritime Officers Pension Plan | 2023 | $44,001 | not reported in the loaded dataset |
| Gws Tool, LLC | Gws Tool 401(K)Plan | 2023 | $42,382 | not reported in the loaded dataset |
| Vormittag Associates Inc | Vormittag Associates Inc 401(K) Profit Sharing Plan & Trust | 2023 | $38,908 | not reported in the loaded dataset |
| Eagle Pharmaceuticals Inc | Eagle Pharmaceuticals Inc 401(K) Profit Sharing Plan & Trust | 2023 | $34,963 | not reported in the loaded dataset |
| The Sam Bernstein Law Firm Pll | The Sam Bernstein Law Firm Pll 401(K) Profit Sharing Plan & Trust | 2023 | $32,693 | not reported in the loaded dataset |
| Llamas Plastics Inc | Llamas Plastics Inc 401(K) Profit Sharing Plan & Trust | 2023 | $30,939 | not reported in the loaded dataset |
| Ryzen Solutions | Ryzen Solutions 401(K) Profit Sharing Plan & Trust | 2023 | $30,871 | not reported in the loaded dataset |
| Falvey Insurance Group Ltd | Falvey Insurance Group Ltd 401(K) Profit Sharing Plan & Trust | 2023 | $30,484 | not reported in the loaded dataset |
| Iconma LLC | Iconma LLC 401(K) Profit Sharing Plan & Trust | 2023 | $29,758 | not reported in the loaded dataset |
| Board Of Trustees American Maritime Officers Medical Plan | American Maritime Officers Medical Plan | 2023 | $28,973 | not reported in the loaded dataset |
| Naturipe Berry Growers | Naturipe Berry Growers 401(K) Profit Sharing Plan & Trust | 2023 | $28,653 | not reported in the loaded dataset |
| Insightec Inc | Insightec Inc 401(K) Profit Sharing Plan & Trust | 2023 | $28,126 | not reported in the loaded dataset |
| Crg Global Inc | Crg Global Inc 401(K) Profit Sharing Plan & Trust | 2023 | $27,955 | not reported in the loaded dataset |
| Eastman Strings Inc | Eastman Strings Inc 401(K) Profit Sharing Plan & Trust | 2023 | $27,103 | not reported in the loaded dataset |
| Healthfirst Bluegrass Inc | Healthfirst Bluegrass Inc 401(K) Profit Sharing Plan & Trust | 2023 | $25,041 | not reported in the loaded dataset |
| Banyan Street Advisors LLC | Banyan Street Advisors LLC 401(K) Profit Sharing Plan & Trust | 2023 | $24,377 | not reported in the loaded dataset |
| Bahwan Cybertek Inc | Bahwan Cybertek Inc 401(K) Profit Sharing Plan & Trust | 2023 | $22,834 | not reported in the loaded dataset |
| Nucera Solutions, LLC | Nucera 401(K) Plan | 2023 | $20,582 | not reported in the loaded dataset |
| National Asset Direct | National Asset Direct, Inc. 401k Profit Sharing Plan & Trust | 2023 | $20,437 | not reported in the loaded dataset |
| Schneider Wallace Cottrell Kon | Schneider Wallace Cottrell Kon 401(K) Profit Sharing Plan & Trust | 2023 | $19,579 | not reported in the loaded dataset |
| Peter Thomas Roth Labs LLC | Peter Thomas Roth Labs LLC 401(K) Profit Sharing Plan & Trust | 2023 | $19,452 | not reported in the loaded dataset |
| Board Of Trustees American Maritime Officers Vacation Plan | American Maritime Officers Vacation Plan | 2023 | $19,391 | not reported in the loaded dataset |
| Drummond Press Inc | Drummond Press Inc 401(K) Profit Sharing Plan & Trust | 2023 | $19,158 | not reported in the loaded dataset |
| Olink Proteomics Inc | Olink Proteomics Inc 401(K) Profit Sharing Plan & Trust | 2023 | $19,051 | not reported in the loaded dataset |
| Gci Residential Inc | Gci Residential Inc 401(K) Profit Sharing Plan And Trust | 2023 | $19,023 | not reported in the loaded dataset |
| Benore Logistic Systems Inc | Benore Logistic Systems Inc 401(K) Profit Sharing Plan & Trust | 2023 | $18,963 | not reported in the loaded dataset |
| Afiniti Inc. | Afiniti 401(K) Plan | 2023 | $18,210 | not reported in the loaded dataset |
| Kpmg Llp | Kpmg Pension Plan | 2023 | $18,008 | $0 |
| Vallencourt Construction Company, Inc. | Vallencourt Construction Company, Inc. 401(K) Profit Sharing Plan | 2023 | $17,403 | not reported in the loaded dataset |
| Stoops Automotive Group | Stoops Automotive Group 401(K) Profit Sharing Plan & Trust | 2023 | $17,341 | not reported in the loaded dataset |
| Avlon Industries Inc | Avlon Industries Inc 401(K) Profit Sharing Plan & Trust | 2023 | $17,229 | not reported in the loaded dataset |
| Nuovo Pasta Production Ltd | Nuovo Pasta Production Ltd 401(K) Profit Sharing Plan & Trust | 2023 | $17,045 | not reported in the loaded dataset |
| The Rethink Group Inc | The Rethink Group Inc 401(K) Profit Sharing Plan & Trust | 2023 | $16,987 | not reported in the loaded dataset |
| Aa Transportation, Inc. | Aa Transportation, Inc. 401(K) Plan | 2023 | $16,978 | not reported in the loaded dataset |
| American Hospitality Group Inc | American Hospitality Group Inc 401(K) Profit Sharing Plan & Trust | 2023 | $16,775 | not reported in the loaded dataset |
| Cherry Tree Dental LLC | Cherry Tree Dental LLC 401(K) Profit Sharing Plan & Trust | 2023 | $16,758 | not reported in the loaded dataset |
| A Rudin Inc | A Rudin Inc 401(K) Profit Sharing Plan & Trust | 2023 | $16,646 | not reported in the loaded dataset |
| Florida Retina Institute | Florida Retina Institute 401(K) Profit Sharing Plan & Trust | 2023 | $16,437 | not reported in the loaded dataset |
| Bendon Inc | Bendon Inc 401(K) Profit Sharing Plan & Trust | 2023 | $15,023 | not reported in the loaded dataset |
Related Form 5500 pages
- Kpmg 401(K) Capital Accumulation Plan (plan 011)
- Kpmg Llp — all reported plans
- Fca Us LLC Defined Contribution Plan Master Trust (plan 070)
- Fca Us LLC — all reported plans
- Retirement Plan For Employees Of The Carnegie Hall Corporation (plan 001)
- Carnegie Hall Corporation — all reported plans
- Acme Brick Company 401(K) Retirement & Savings Plan (plan 014)
- Acme Building Brands, Inc. — all reported plans
- Doerfer Corporation 401(K) Profit Sharing Plan & Trust (plan 002)
- Doerfer Corporation — all reported plans
- The Guardian Foundation, Inc. Retirement Plan (plan 010)
- The Guardian Foundation, Inc. — all reported plans
- New Era Life Insurance Company 401(K) Profit Sharing Plan & Trust (plan 001)
- New Era Life Insurance Company — all reported plans
- Ltimindtree Limited 401(K) Profit Sharing Plan & Trust (plan 001)
- Ltimindtree Limited — all reported plans
- Ost Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Ost Inc — all reported plans
- Hollis Seunarine Mdpa LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Hollis Seunarine Mdpa LLC — all reported plans
- American Maritime Officers Defined Contribution Plan (plan 001)
- Board Of Trustees American Maritime Officers Defined Contribution Plan — all reported plans
- American Maritime Officers Pension Plan (plan 001)
- The Board Of Trustees American Maritime Officers Pension Plan — all reported plans
- Gws Tool 401(K)Plan (plan 002)
- Gws Tool, LLC — all reported plans
- Vormittag Associates Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Vormittag Associates Inc — all reported plans
- Eagle Pharmaceuticals Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Eagle Pharmaceuticals Inc — all reported plans
- The Sam Bernstein Law Firm Pll 401(K) Profit Sharing Plan & Trust (plan 001)
- The Sam Bernstein Law Firm Pll — all reported plans
- Llamas Plastics Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Llamas Plastics Inc — all reported plans
- Ryzen Solutions 401(K) Profit Sharing Plan & Trust (plan 001)
- Ryzen Solutions — all reported plans
- Falvey Insurance Group Ltd 401(K) Profit Sharing Plan & Trust (plan 001)
- Falvey Insurance Group Ltd — all reported plans
- Iconma LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- Iconma LLC — all reported plans
- American Maritime Officers Medical Plan (plan 501)
- Board Of Trustees American Maritime Officers Medical Plan — all reported plans
- Naturipe Berry Growers 401(K) Profit Sharing Plan & Trust (plan 002)
- Naturipe Berry Growers — all reported plans
- Insightec Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Insightec Inc — all reported plans
- Crg Global Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Crg Global Inc — all reported plans
- Eastman Strings Inc 401(K) Profit Sharing Plan & Trust (plan 001)
- Eastman Strings Inc — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources