Merit Financial Advisors — 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, Merit Financial Advisors is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $86,515 and reported indirect compensation totals $14,482.
Reported compensation summary
- Reported direct compensation
- $86,515
- Reported indirect compensation
- $14,482
- Total reported compensation
- $100,997
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- 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 |
|---|---|---|---|
| Eyesight Holding Co., LLC | TX | 1 | $35,006 |
| City Harvest Inc. | NY | 1 | $29,062 |
| Zuern Building Products, Inc | WI | 1 | $14,466 |
| Apple Inc. | CA | 1 | $11,429 |
| Invesco Holding Company (Us), Inc. | GA | 1 | $11,034 |
State footprint
Plans reporting Merit Financial Advisors are sponsored in CA (1), GA (1), NY (1), TX (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Eyesight Holding Co., LLC | Eyesight Holding Co., LLC 401(K) Plan | 2023 | $35,006 | not reported in the loaded dataset |
| City Harvest Inc. | City Harvest Inc. 403(B) Plan | 2023 | $29,046 | $16 |
| Zuern Building Products, Inc | Zuern Building Products, Inc 401(K) Profit Sharing Plan | 2023 | $0 | $14,466 |
| Apple Inc. | Apple 401(K) Plan | 2023 | $11,429 | not reported in the loaded dataset |
| Invesco Holding Company (Us), Inc. | Invesco 401(K) Plan | 2023 | $11,034 | not reported in the loaded dataset |
Related Form 5500 pages
- Eyesight Holding Co., LLC 401(K) Plan (plan 001)
- Eyesight Holding Co., LLC — all reported plans
- City Harvest Inc. 403(B) Plan (plan 001)
- City Harvest Inc. — all reported plans
- Zuern Building Products, Inc 401(K) Profit Sharing Plan (plan 001)
- Zuern Building Products, Inc — all reported plans
- Apple 401(K) Plan (plan 001)
- Apple Inc. — all reported plans
- Invesco 401(K) Plan (plan 010)
- Invesco Holding Company (Us), Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources