Merrill Lynch, Pierce, Fenner And S — 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 And S is reported as a service provider on 562 loaded Form 5500 filing(s) across 529 plan sponsor(s) and 553 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $66,718,358 and reported indirect compensation totals $1,122,882.
Reported compensation summary
- Reported direct compensation
- $66,718,358
- Reported indirect compensation
- $1,122,882
- Total reported compensation
- $67,841,240
- Filings
- 562
- Plan sponsors
- 529
- Plans
- 553
- 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 |
|---|---|---|---|
| The Kroger Co. | OH | 1 | $3,760,541 |
| Aecom | TX | 1 | $2,501,499 |
| Fiserv Solutions, LLC. | WI | 1 | $1,807,879 |
| Mclane Company, Inc. | TX | 1 | $1,572,985 |
| Lithia Motors, Inc. | OR | 1 | $1,520,067 |
| Southern Company Services, Inc. | GA | 1 | $1,465,148 |
| Dover Corporation | IL | 1 | $1,083,222 |
| Abm Industries Incorporated | NY | 2 | $1,068,769 |
| Amedisys Holding, LLC | LA | 1 | $1,046,951 |
| Mastec, Inc. | FL | 1 | $1,009,465 |
State footprint
Plans reporting Merrill Lynch, Pierce, Fenner And S are sponsored in IL (55), NY (47), TX (41), CA (37), MI (36), PA (28), FL (28), NJ (25), OH (24), GA (16), IN (13), VA (13).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| The Kroger Co. | The Kroger Co. Defined Contribution Plan Master Trust | 2023 | $3,760,541 | $0 |
| Aecom | Aecom Retirement & Savings Plan | 2023 | $2,501,499 | $0 |
| Fiserv Solutions, LLC. | Fiserv 401(K) Savings Plan | 2023 | $1,619,441 | $188,438 |
| Mclane Company, Inc. | Mclane Company, Inc. Profit Sharing Plan | 2023 | $1,572,985 | $0 |
| Lithia Motors, Inc. | Lithia Motors, Inc. 401(K) Plan | 2023 | $1,520,067 | $0 |
| Southern Company Services, Inc. | The Southern Company Employee Savings Plan | 2023 | $1,465,148 | $0 |
| Dover Corporation | Dover Corporation Retirement Savings Plan | 2023 | $1,083,222 | $0 |
| Amedisys Holding, LLC | Amedisys Holding, LLC 401(K) Plan | 2023 | $1,046,951 | $0 |
| Mastec, Inc. | The Mastec, Inc. 401(K) Retirement Plan | 2023 | $1,009,465 | $0 |
| Abm Industries Incorporated | Abm 401(K) Employee Savings Plan | 2023 | $971,959 | $0 |
| Securitas Security Services Usa, In | Securitas Security Services Usa Incentive Savings And Retirement Plan | 2023 | $821,245 | $0 |
| World Wide Technology, LLC | World Wide Technology, LLC Employee Salary Deferral Retirement Program | 2023 | $818,399 | $0 |
| Dupont De Nemours, Inc. | Dupont Retirement Savings Plan | 2023 | $810,380 | $0 |
| Crown Equipment Corporation | Crown Equipment Corporation 401(K) Retirement Savings Plan And Trust | 2023 | $789,585 | $0 |
| Travel + Leisure Co. | Travel + Leisure Co. Employee Savings Plan | 2023 | $767,964 | $0 |
| Fastenal Company & Subsidiaries | Fastenal Company & Subsidiaries 401(K) And Employee Stock Ownership Plan | 2023 | $765,600 | $0 |
| Conagra Brands, Inc. | Conagra Brands Retirement Income Savings Plan | 2023 | $712,791 | $0 |
| Pfizer Pharmaceuticals LLC | Pfizer Consolidated Pension Plan For Employees Resident In Puerto Rico | 2023 | $712,749 | $0 |
| Jabil, Inc. | Jabil 401(K) Retirement Plan | 2023 | $668,057 | $0 |
| General Committees Of Adjustment | Brotherhood Of Locomotive Engineers And Trainmen Svgs401 For Employees Of Norfolk Southern Carriers | 2023 | $619,423 | $22,164 |
| Unifirst Corporation | Unifirst Retirement Savings Plan | 2023 | $640,441 | $0 |
| Stantec Consulting Services Inc. | Stantec 401(K) Plan | 2023 | $625,323 | $0 |
| Avis Budget Group, Inc. | Avis Budget Group, Inc. Employee Savings Plan | 2023 | $618,226 | $0 |
| Daikin Applied Americas Inc. | Retirement Savings Plan For Daikin Group Affiliated Companies | 2023 | $572,855 | $0 |
| Belcan, LLC | Belcan Retirement Savings Plan | 2023 | $565,827 | $0 |
| Solvay Usa LLC | Solvay Usa LLC Savings Plus Plan | 2023 | $524,008 | $41,145 |
| R.T.G. Furniture Corp. & Affiliates | R.T.G. Furniture Corp. & Affiliates 401(K) Plan | 2023 | $247,364 | $315,740 |
| Anywhere Real Estate Group LLC | Anywhere Real Estate Group LLC Employee Savings Plan | 2023 | $560,859 | $0 |
| Windstream Services LLC | Windstream 401(K) Plan | 2023 | $558,612 | $0 |
| Clemens Family Corporation | The Clemens Family Sharing Plan | 2023 | $536,420 | $0 |
| Kelly Services, Inc | Kelly Retirement Savings Plan | 2023 | $529,621 | $0 |
| Matheson Tri-Gas, Inc. | Matheson Tri-Gas, Inc. Savings Plan | 2023 | $526,908 | $0 |
| Zoetis Inc. | Zoetis Savings Plan | 2023 | $510,597 | $0 |
| Loomis Armored Us, LLC | Loomis 401(K) Pre-Tax Savings Plan | 2023 | $504,614 | $0 |
| Kenco Management Services, LLC | Kenco Management Services, LLC 401(K) Employee Savings Plan | 2023 | $503,485 | $0 |
| Pratt Industries U.S.A., Inc. | Pratt Industries, Inc. 401(K) Profit Sharing Plan | 2023 | $495,701 | $0 |
| La-Z-Boy Incorporated | La-Z-Boy Incorporated Retirement Savings Plan | 2023 | $441,531 | $0 |
| Vericast Corp. | Vericast Corp. 401(K) Plan | 2023 | $440,370 | $0 |
| Hbc Us Holdings LLC | Hbc 401(K) Retirement Savings Plan | 2023 | $437,850 | $0 |
| Cracker Barrel Old Country Store, Inc. | Cracker Barrel Old Country Store, Inc. And Affiliates Employee Savings Plan | 2023 | $433,315 | $0 |
| The William Carter Company | Carters 401(K) Savings Plan | 2023 | $421,607 | $0 |
| Sky Chefs, Inc. | Sky Chefs, Inc. Moneysmart 401k Savings And Retirement Plan | 2023 | $390,308 | $0 |
| Acts Retirement - Life Communities, Inc. | Acts Retirement - Life Communities, Inc. Retirement Savings Plan - 401(K) | 2023 | $365,825 | $0 |
| Rpc, Inc. | Rpc 401(K) Plan | 2023 | $353,384 | $0 |
| Nextran Corporation | Nextran Truck Centers 401(K) Plan | 2023 | $10,175 | $341,429 |
| The Chenega Corporation | Chenega Corporation 401(K) Profit Sharing Plan And Trust | 2023 | $349,061 | $0 |
| The Chemours Company | Chemours Company Retirement Savings Plan | 2023 | $338,437 | $0 |
| Fti Consulting, Inc. | Fti Consulting, Inc. 401(K) Plan | 2023 | $327,095 | $0 |
| Choctaw Nation Of Oklahoma | Choctaw Nation Of Oklahoma Thrift Plan | 2023 | $318,964 | $0 |
| Securitas Technology Corporation | Securitas Technology Corporation 401(K) Savings Plan | 2023 | $318,591 | $0 |
Related Form 5500 pages
- The Kroger Co. Defined Contribution Plan Master Trust (plan 009)
- The Kroger Co. — all reported plans
- Aecom Retirement & Savings Plan (plan 055)
- Aecom — all reported plans
- Fiserv 401(K) Savings Plan (plan 004)
- Fiserv Solutions, LLC. — all reported plans
- Mclane Company, Inc. Profit Sharing Plan (plan 001)
- Mclane Company, Inc. — all reported plans
- Lithia Motors, Inc. 401(K) Plan (plan 003)
- Lithia Motors, Inc. — all reported plans
- The Southern Company Employee Savings Plan (plan 002)
- Southern Company Services, Inc. — all reported plans
- Dover Corporation Retirement Savings Plan (plan 030)
- Dover Corporation — all reported plans
- Amedisys Holding, LLC 401(K) Plan (plan 001)
- Amedisys Holding, LLC — all reported plans
- The Mastec, Inc. 401(K) Retirement Plan (plan 002)
- Mastec, Inc. — all reported plans
- Abm 401(K) Employee Savings Plan (plan 001)
- Abm Industries Incorporated — all reported plans
- Securitas Security Services Usa Incentive Savings And Retirement Plan (plan 006)
- Securitas Security Services Usa, In — all reported plans
- World Wide Technology, LLC Employee Salary Deferral Retirement Program (plan 001)
- World Wide Technology, LLC — all reported plans
- Dupont Retirement Savings Plan (plan 001)
- Dupont De Nemours, Inc. — all reported plans
- Crown Equipment Corporation 401(K) Retirement Savings Plan And Trust (plan 004)
- Crown Equipment Corporation — all reported plans
- Travel + Leisure Co. Employee Savings Plan (plan 001)
- Travel + Leisure Co. — all reported plans
- Fastenal Company & Subsidiaries 401(K) And Employee Stock Ownership Plan (plan 001)
- Fastenal Company & Subsidiaries — all reported plans
- Conagra Brands Retirement Income Savings Plan (plan 014)
- Conagra Brands, Inc. — all reported plans
- Pfizer Consolidated Pension Plan For Employees Resident In Puerto Rico (plan 004)
- Pfizer Pharmaceuticals LLC — all reported plans
- Jabil 401(K) Retirement Plan (plan 002)
- Jabil, Inc. — all reported plans
- Brotherhood Of Locomotive Engineers And Trainmen Svgs401 For Employees Of Norfolk Southern Carriers (plan 001)
- General Committees Of Adjustment — all reported plans
- Unifirst Retirement Savings Plan (plan 001)
- Unifirst Corporation — all reported plans
- Stantec 401(K) Plan (plan 001)
- Stantec Consulting Services Inc. — all reported plans
- Avis Budget Group, Inc. Employee Savings Plan (plan 002)
- Avis Budget Group, Inc. — all reported plans
- Retirement Savings Plan For Daikin Group Affiliated Companies (plan 016)
- Daikin Applied Americas Inc. — all reported plans
- Belcan Retirement Savings Plan (plan 001)
- Belcan, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources