Merrill Lynch Retirement — 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 Retirement is reported as a service provider on 7 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $264,812 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $264,812
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $264,812
- Filings
- 7
- Plan sponsors
- 6
- Plans
- 7
- 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 |
|---|---|---|---|
| Buchalter, A Professional Corporation | CA | 2 | $160,467 |
| Ivxpress, Inc. Dba Ivx Health | TN | 1 | $49,840 |
| National Construction Enterprises, Inc. | MI | 1 | $19,487 |
| Episcopal Communities & Services For Seniors | CA | 1 | $16,720 |
| Dornerworks, LLC | MI | 1 | $9,497 |
| Clearwater Marine Aquarium, Inc. | FL | 1 | $8,801 |
State footprint
Plans reporting Merrill Lynch Retirement are sponsored in CA (3), MI (2), FL (1), TN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Buchalter, A Professional Corporation | Buchalter 401(K) Plan | 2023 | $142,410 | not reported in the loaded dataset |
| Ivxpress, Inc. Dba Ivx Health | Ivx Health 401(K) Plan | 2023 | $49,840 | not reported in the loaded dataset |
| National Construction Enterprises, Inc. | National Construction Enterprises, Inc. 401(K) Profit Sharing Plan | 2023 | $19,487 | not reported in the loaded dataset |
| Buchalter, A Professional Corporation | Buchalter Associate Attorney 401(K) Plan | 2023 | $18,057 | not reported in the loaded dataset |
| Episcopal Communities & Services For Seniors | Episcopal Communities & Services For Seniors 401(K) Plan | 2023 | $16,720 | not reported in the loaded dataset |
| Dornerworks, LLC | Dornerworks 401(K) Plan | 2023 | $9,497 | not reported in the loaded dataset |
| Clearwater Marine Aquarium, Inc. | Clearwater Marine Aquarium, Inc. 401(K) Plan | 2023 | $8,801 | not reported in the loaded dataset |
Related Form 5500 pages
- Buchalter 401(K) Plan (plan 002)
- Buchalter, A Professional Corporation — all reported plans
- Ivx Health 401(K) Plan (plan 001)
- Ivxpress, Inc. Dba Ivx Health — all reported plans
- National Construction Enterprises, Inc. 401(K) Profit Sharing Plan (plan 002)
- National Construction Enterprises, Inc. — all reported plans
- Buchalter Associate Attorney 401(K) Plan (plan 004)
- Episcopal Communities & Services For Seniors 401(K) Plan (plan 001)
- Episcopal Communities & Services For Seniors — all reported plans
- Dornerworks 401(K) Plan (plan 002)
- Dornerworks, LLC — all reported plans
- Clearwater Marine Aquarium, Inc. 401(K) Plan (plan 001)
- Clearwater Marine Aquarium, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources