Merrill Lynch Fenner & Smith — 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 Fenner & Smith is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $186,006 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$186,006
Reported indirect compensation
$0
Total reported compensation
$186,006
Filings
3
Plan sponsors
3
Plans
3
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

Plan sponsors reporting the most compensation to Merrill Lynch Fenner & Smith
SponsorStatePlansReported compensation
Amgen Manufacturing Limited LLCPR1$158,483
Specs Family Partners, Ltd.TX1$19,943
Emergency Technology, Inc.MI1$7,580

State footprint

Plans reporting Merrill Lynch Fenner & Smith are sponsored in MI (1), PR (1), TX (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Amgen Manufacturing Limited LLCThe Retirement And Savings Plan For Amgen Manufacturing Limited LLC2023$158,483$0
Specs Family Partners, Ltd.Spec'S Family Partners Retirement Plan2023$19,943$0
Emergency Technology, Inc.Emergency Technology, Inc. 401(K) And Employee Stock Ownership Plan2023$7,580not reported in the loaded dataset

Related Form 5500 pages