Merrill Lynch Pierce — 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 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 $105,072 and reported indirect compensation totals $28.
Reported compensation summary
- Reported direct compensation
- $105,072
- Reported indirect compensation
- $28
- Total reported compensation
- $105,100
- 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
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Kajima U.S.A. Inc. | GA | 1 | $52,500 |
| Pegasus Residential, LLC | GA | 1 | $37,057 |
| Cast Transportation, Inc. | CO | 1 | $15,543 |
State footprint
Plans reporting Merrill Lynch Pierce are sponsored in GA (2), CO (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Kajima U.S.A. Inc. | Kajima U.S.A. Inc. 401(K) And Profit Sharing Plan | 2023 | $52,500 | not reported in the loaded dataset |
| Pegasus Residential, LLC | Pegasus Residential, LLC 401(K) Plan | 2023 | $37,057 | not reported in the loaded dataset |
| Cast Transportation, Inc. | Cast Transportation, Inc. Employees' 401(K) Plan And Trust | 2023 | $15,515 | $28 |
Related Form 5500 pages
- Kajima U.S.A. Inc. 401(K) And Profit Sharing Plan (plan 001)
- Kajima U.S.A. Inc. — all reported plans
- Pegasus Residential, LLC 401(K) Plan (plan 001)
- Pegasus Residential, LLC — all reported plans
- Cast Transportation, Inc. Employees' 401(K) Plan And Trust (plan 001)
- Cast Transportation, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources