Merrill Lynch Pierce Fenner & Smit — 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 & Smit is reported as a service provider on 17 loaded Form 5500 filing(s) across 14 plan sponsor(s) and 17 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $792,936 and reported indirect compensation totals $54,705.
Reported compensation summary
- Reported direct compensation
- $792,936
- Reported indirect compensation
- $54,705
- Total reported compensation
- $847,641
- Filings
- 17
- Plan sponsors
- 14
- Plans
- 17
- 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 |
|---|---|---|---|
| Mcwane, Inc. | AL | 4 | $190,673 |
| Melissa & Doug, LLC | CT | 1 | $115,852 |
| Alnylam Pharmaceuticals, Inc. | MA | 1 | $106,250 |
| Emergency Medicine Specialists, Inc. | OH | 1 | $101,520 |
| Irobot Corporation | MA | 1 | $70,000 |
| Wilbert Funeral Service, Inc. | KS | 1 | $58,846 |
| Lazard Asset Management LLC | MO | 1 | $49,489 |
| Paramedic Services Of Illinois, Inc. | IL | 1 | $46,429 |
| Amerex Corporation | AL | 1 | $40,840 |
| Service Experts LLC | TX | 1 | $25,962 |
State footprint
Plans reporting Merrill Lynch Pierce Fenner & Smit are sponsored in AL (5), CT (2), MA (2), KS (2), TX (1), HI (1), MO (1), NY (1), OH (1), IL (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Mcwane, Inc. | Mcwane Salaried 401(K) Retirement Plan | 2023 | $143,090 | not reported in the loaded dataset |
| Melissa & Doug, LLC | Melissa & Doug, LLC 401(K) Profit Sharing Plan | 2023 | $115,852 | not reported in the loaded dataset |
| Alnylam Pharmaceuticals, Inc. | Alnylam Pharmaceuticals, Inc. Savings & Investment Plan | 2023 | $106,250 | not reported in the loaded dataset |
| Emergency Medicine Specialists, Inc. | Emergency Medicine Specialists, Inc. Profit Sharing Plan | 2023 | $96,304 | $5,216 |
| Irobot Corporation | Irobot Fund For The Future 401(K) Plan | 2023 | $70,000 | not reported in the loaded dataset |
| Wilbert Funeral Service, Inc. | Wilbert Funeral Services, Inc. 401(K) Plan | 2023 | $58,846 | not reported in the loaded dataset |
| Lazard Asset Management LLC | Lazard Emerging Markets Small Cap Equity Trust | 2023 | $0 | $49,489 |
| Paramedic Services Of Illinois, Inc. | Paramedic Services Of Illinois, Inc. Employees' Retirement Plan And Trust | 2023 | $46,429 | $0 |
| Amerex Corporation | Amerex Corporation 401(K) Savings Plan | 2023 | $40,840 | not reported in the loaded dataset |
| Mcwane, Inc. | Mcwane Hourly 401(K) Retirement Plan | 2023 | $27,751 | not reported in the loaded dataset |
| Service Experts LLC | Service Experts LLC 401(K) Plan | 2023 | $25,962 | not reported in the loaded dataset |
| Hubbard-Hall, Inc. | Hubbard-Hall, Inc. 401(K) Savings Plan | 2023 | $21,720 | not reported in the loaded dataset |
| Shamrock Trading Corporation | Shamrock Trading Corporation 401(K) Profit Sharing Plan | 2023 | $20,060 | $0 |
| Mcwane, Inc. | Manchester Tank & Equipment Co. 401(K) Plan | 2023 | $12,933 | not reported in the loaded dataset |
| Mcwane, Inc. | Clow Valve Company Hourly 401(K) Retirement Plan | 2023 | $6,899 | not reported in the loaded dataset |
| Topiderm, Inc. | Topiderm, Inc. 401(K) Plan | 2023 | $0 | $0 |
| R. M. Towill Corporation | R.M. Towill Corporation 401(K) Retirement Savings Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Mcwane Salaried 401(K) Retirement Plan (plan 021)
- Mcwane, Inc. — all reported plans
- Melissa & Doug, LLC 401(K) Profit Sharing Plan (plan 001)
- Melissa & Doug, LLC — all reported plans
- Alnylam Pharmaceuticals, Inc. Savings & Investment Plan (plan 001)
- Alnylam Pharmaceuticals, Inc. — all reported plans
- Emergency Medicine Specialists, Inc. Profit Sharing Plan (plan 001)
- Emergency Medicine Specialists, Inc. — all reported plans
- Irobot Fund For The Future 401(K) Plan (plan 001)
- Irobot Corporation — all reported plans
- Wilbert Funeral Services, Inc. 401(K) Plan (plan 001)
- Wilbert Funeral Service, Inc. — all reported plans
- Lazard Emerging Markets Small Cap Equity Trust (plan 001)
- Lazard Asset Management LLC — all reported plans
- Paramedic Services Of Illinois, Inc. Employees' Retirement Plan And Trust (plan 001)
- Paramedic Services Of Illinois, Inc. — all reported plans
- Amerex Corporation 401(K) Savings Plan (plan 002)
- Amerex Corporation — all reported plans
- Mcwane Hourly 401(K) Retirement Plan (plan 024)
- Service Experts LLC 401(K) Plan (plan 002)
- Service Experts LLC — all reported plans
- Hubbard-Hall, Inc. 401(K) Savings Plan (plan 004)
- Hubbard-Hall, Inc. — all reported plans
- Shamrock Trading Corporation 401(K) Profit Sharing Plan (plan 001)
- Shamrock Trading Corporation — all reported plans
- Manchester Tank & Equipment Co. 401(K) Plan (plan 025)
- Clow Valve Company Hourly 401(K) Retirement Plan (plan 022)
- Topiderm, Inc. 401(K) Plan (plan 002)
- Topiderm, Inc. — all reported plans
- R.M. Towill Corporation 401(K) Retirement Savings Plan (plan 004)
- R. M. Towill Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources