Merrill Lynch Pierce Fenner & — 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 & is reported as a service provider on 6 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $646,385 and reported indirect compensation totals $20,413.
Reported compensation summary
- Reported direct compensation
- $646,385
- Reported indirect compensation
- $20,413
- Total reported compensation
- $666,798
- Filings
- 6
- Plan sponsors
- 5
- Plans
- 6
- 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 |
|---|---|---|---|
| Acuity Brands, Inc. | GA | 2 | $475,476 |
| Perkins & Company P.C. | OR | 1 | $90,000 |
| Jillamy, Inc | PA | 1 | $40,966 |
| South Carolina Oncology Associates, P. A. | SC | 1 | $39,943 |
| E.C.C.O. Iii Enterprises, Inc. | NY | 1 | $20,413 |
State footprint
Plans reporting Merrill Lynch Pierce Fenner & are sponsored in GA (2), NY (1), OR (1), PA (1), SC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Acuity Brands, Inc. | Acuity Brands, Inc. 401(K) Plan | 2023 | $441,785 | $0 |
| Perkins & Company P.C. | Perkins & Company P.C. Employee 401(K) Profit Sharing Plan | 2023 | $90,000 | not reported in the loaded dataset |
| Jillamy, Inc | Jillamy, Inc 401(K) Profit Sharing Plan | 2023 | $40,966 | not reported in the loaded dataset |
| South Carolina Oncology Associates, P. A. | Profit Sharing Plan & Trust Of South Carolina Oncology Associates, P. A. | 2023 | $39,943 | not reported in the loaded dataset |
| Acuity Brands, Inc. | Acuity Brands Lighting, Inc. 401(K) Plan For Hourly Employees | 2023 | $33,691 | $0 |
| E.C.C.O. Iii Enterprises, Inc. | E.C.C.O. Iii Enterprises, Inc. Profit Sharing Plan | 2023 | $0 | $20,413 |
Related Form 5500 pages
- Acuity Brands, Inc. 401(K) Plan (plan 033)
- Acuity Brands, Inc. — all reported plans
- Perkins & Company P.C. Employee 401(K) Profit Sharing Plan (plan 001)
- Perkins & Company P.C. — all reported plans
- Jillamy, Inc 401(K) Profit Sharing Plan (plan 001)
- Jillamy, Inc — all reported plans
- Profit Sharing Plan & Trust Of South Carolina Oncology Associates, P. A. (plan 001)
- South Carolina Oncology Associates, P. A. — all reported plans
- Acuity Brands Lighting, Inc. 401(K) Plan For Hourly Employees (plan 067)
- E.C.C.O. Iii Enterprises, Inc. Profit Sharing Plan (plan 002)
- E.C.C.O. Iii Enterprises, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources