Merrill Lynch Pierce 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 Pierce Fenner & Smith is reported as a service provider on 934 loaded Form 5500 filing(s) across 912 plan sponsor(s) and 923 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $40,006,043 and reported indirect compensation totals $5,609,528.
Reported compensation summary
- Reported direct compensation
- $40,006,043
- Reported indirect compensation
- $5,609,528
- Total reported compensation
- $45,615,571
- Filings
- 934
- Plan sponsors
- 912
- Plans
- 923
- 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 |
|---|---|---|---|
| Amgen Inc. | CA | 1 | $4,502,483 |
| Macys, Inc. | OH | 1 | $2,918,093 |
| Waste Management, Inc. | TX | 1 | $1,562,661 |
| Corteva Agriscience, LLC | DE | 1 | $1,192,117 |
| Stevens & Lee | PA | 1 | $1,010,042 |
| Producers Rice Mill, Inc. | AR | 1 | $664,764 |
| Privia Health LLC | VA | 1 | $575,057 |
| Helena Agri-Enterprises, LLC | TN | 2 | $563,143 |
| Chemed Corporation | OH | 1 | $508,274 |
| Pension Plan Of Local 464a | NJ | 1 | $480,319 |
State footprint
Plans reporting Merrill Lynch Pierce Fenner & Smith are sponsored in CA (107), FL (91), NY (80), TX (59), NJ (54), PA (43), VA (43), IL (43), MI (41), MD (41), OH (32), GA (30).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Amgen Inc. | Amgen Retirement And Savings Plan | 2023 | $4,502,483 | $0 |
| Macys, Inc. | Macys Inc 401(K) Retirement Investment Plan | 2023 | $2,918,093 | $0 |
| Waste Management, Inc. | Waste Management Retirement Savings Plan | 2023 | $1,562,661 | $0 |
| Corteva Agriscience, LLC | Retirement Savings Plan | 2023 | $1,167,990 | not reported in the loaded dataset |
| Stevens & Lee | Stevens & Lee Savings Plan | 2023 | $1,010,042 | $0 |
| Producers Rice Mill, Inc. | Producers Rice Mill, Inc. Pension Plan | 2023 | $664,764 | not reported in the loaded dataset |
| Privia Health LLC | Privia Retirement Plan | 2023 | $575,057 | not reported in the loaded dataset |
| Helena Agri-Enterprises, LLC | Helena Agri-Enterprises, LLC Savings Plan | 2023 | $369,804 | $185,680 |
| Pension Plan Of Local 464a | Pension Plan Of Local 464a | 2023 | $480,319 | not reported in the loaded dataset |
| One Diversified, LLC | One Diversified, LLC 401(K) Plan | 2023 | $0 | $443,554 |
| Chemed Corporation | Chemed/Roto Rooter Savings & Retirement Plan | 2023 | $0 | $397,131 |
| Local 464a-United Food & Commercial Workers Union Welfare Service Bene | Local 464a-United Food & Commercial Workers Union Welfare Service Benefit Fund | 2023 | $290,711 | not reported in the loaded dataset |
| Premier Brands Group Holdings LLC | Premier Brands Group Holdings LLC Retirement Plan | 2023 | $201,095 | $48,759 |
| The Pampered Chef, Ltd. | The Pampered Chef 401(K) Plan | 2023 | $925 | $239,633 |
| Homeservices Of America, Inc | Homeservices Retirement Savings Plan | 2023 | $238,085 | $0 |
| Silverstein Properties, LLC | Silverstein Properties, Inc. 401(K) Retirement Plan | 2023 | $0 | $236,477 |
| Stella-Jones Corporation | Stella-Jones Corporation Retirement Plan | 2023 | $0 | $225,342 |
| Weatherford International, LLC | Weatherford International, LLC 401(K) Savings Plan | 2023 | $138,544 | $84,655 |
| Kia Georgia, Inc. | Kia Georgia 401(K) Retirement Savings Plan | 2023 | $196,890 | not reported in the loaded dataset |
| Presence Marketing, LLC | Presence Marketing, LLC Retirement Plan | 2023 | $0 | $166,149 |
| Bac Local #5 New York Pension Plan | Bac Local #5 New York Pension Plan | 2023 | $157,560 | $0 |
| Ken Ganley Companies | Ken Ganley Companies Retirement Savings Plan | 2023 | $0 | $155,451 |
| Complete Care LLC | Complete Care 401(K) Plan | 2023 | $112,175 | $43,133 |
| Cadillac Casting, Inc. | Cadillac Casting, Inc. 401(K) Retirement Plan | 2023 | $153,759 | not reported in the loaded dataset |
| Peco Foods, Inc. | Peco Foods, Inc. Retirement Savings Plan | 2023 | $130,267 | $12,124 |
| The Corken Steel Products Company | The Corken Steel Products Company 401(K) And Profit Sharing Plan | 2023 | $134,501 | $5,979 |
| Sumnerone, Inc. | Sumnerone, Inc. 401(K)/Profit Sharing Plan | 2023 | $0 | $139,257 |
| The Intersect Group, LLC | The Intersect Group, LLC 401(K) Profit Sharing Plan & Trust | 2023 | $0 | $136,485 |
| Weaver Popcorn Manufacturing, LLC. | Weaver Employee 401(K) Plan | 2023 | $111,971 | $18,156 |
| Socotec, Inc. | Socotec, Inc. Profit Sharing Plan | 2023 | $127,476 | not reported in the loaded dataset |
| Kpmg Llp C/O Total Rewards Dept | Kpmg Partner Retirement Savings Plan | 2023 | $126,898 | not reported in the loaded dataset |
| Emtec Global Services, LLC | Emtec Global Services, LLC 401(K) Profit Sharing Plan | 2023 | $0 | $125,771 |
| Acrisure, LLC | Acrisure 401(K) Savings Plan | 2023 | $124,625 | $375 |
| Datamax, Inc. | Datamax, Inc. 401(K)/Profit Sharing Plan | 2023 | $0 | $123,185 |
| Warner Pacific Insurance Service | Warner Pacific Insurance Services, Inc. Retirement Plan | 2023 | $0 | $122,298 |
| Hx5, LLC | Hx5, LLC 401(K) Profit Sharing Plan | 2023 | $119,371 | not reported in the loaded dataset |
| Care Indeed, Inc. | Care Indeed 401(K) Retirement Plan | 2023 | $0 | $117,690 |
| Innovative Defense Technologies, | Idt 401(K) Plan | 2023 | $114,040 | $1,064 |
| Tpg Service Group, LLC | Tpg Planning & Design, LLC Profit Sharing And 401(K) Retirement Plan | 2023 | $114,648 | not reported in the loaded dataset |
| Tpg Service Group, LLC | Tpg Planning & Design, LLC Profit Sharing And 401(K) Retirement Plan | 2023 | $113,972 | not reported in the loaded dataset |
| Chemed Corporation | Chemed/Roto Rooter Savings & Retirement Plan | 2023 | $111,143 | not reported in the loaded dataset |
| Playpower, Inc. | Playpower, Inc. 401(K) Retirement Savings Plan | 2023 | $108,879 | $0 |
| Lr-Stl, LLC | Lewis Rice Profit Sharing Plan | 2023 | $107,777 | $0 |
| Material Handling Systems, Inc. | Material Handling Systems, Inc. 401(K) Profit Sharing Plan | 2023 | $100,799 | $550 |
| Ah Capital Management, L.L.C. | Ah Capital Management, L.L.C. 401(K) Plan | 2023 | $101,006 | not reported in the loaded dataset |
| Rex Signature Services, LLC | Rss Retirement Plan | 2023 | $100,336 | not reported in the loaded dataset |
| System High Corporation | System High Corp. 401(K) Profit Sharing Plan | 2023 | $99,460 | $218 |
| Gtt Americas, LLC | Gtt Americas 401(K) Plan | 2023 | $94,612 | not reported in the loaded dataset |
| The Ritedose Corporation | The Ritedose Corporation 401(K) Plan | 2023 | $91,223 | $1,824 |
| Global Shop Solutions, Inc. | Global Shop Solutions, Inc. 401(K) Plan | 2023 | $73,977 | $18,395 |
Related Form 5500 pages
- Amgen Retirement And Savings Plan (plan 001)
- Amgen Inc. — all reported plans
- Macys Inc 401(K) Retirement Investment Plan (plan 013)
- Macys, Inc. — all reported plans
- Waste Management Retirement Savings Plan (plan 001)
- Waste Management, Inc. — all reported plans
- Retirement Savings Plan (plan 002)
- Corteva Agriscience, LLC — all reported plans
- Stevens & Lee Savings Plan (plan 002)
- Stevens & Lee — all reported plans
- Producers Rice Mill, Inc. Pension Plan (plan 001)
- Producers Rice Mill, Inc. — all reported plans
- Privia Retirement Plan (plan 001)
- Privia Health LLC — all reported plans
- Helena Agri-Enterprises, LLC Savings Plan (plan 004)
- Helena Agri-Enterprises, LLC — all reported plans
- Pension Plan Of Local 464a (plan 001)
- Pension Plan Of Local 464a — all reported plans
- One Diversified, LLC 401(K) Plan (plan 001)
- One Diversified, LLC — all reported plans
- Chemed/Roto Rooter Savings & Retirement Plan (plan 104)
- Chemed Corporation — all reported plans
- Local 464a-United Food & Commercial Workers Union Welfare Service Benefit Fund (plan 501)
- Local 464a-United Food & Commercial Workers Union Welfare Service Bene — all reported plans
- Premier Brands Group Holdings LLC Retirement Plan (plan 003)
- Premier Brands Group Holdings LLC — all reported plans
- The Pampered Chef 401(K) Plan (plan 001)
- The Pampered Chef, Ltd. — all reported plans
- Homeservices Retirement Savings Plan (plan 010)
- Homeservices Of America, Inc — all reported plans
- Silverstein Properties, Inc. 401(K) Retirement Plan (plan 001)
- Silverstein Properties, LLC — all reported plans
- Stella-Jones Corporation Retirement Plan (plan 003)
- Stella-Jones Corporation — all reported plans
- Weatherford International, LLC 401(K) Savings Plan (plan 002)
- Weatherford International, LLC — all reported plans
- Kia Georgia 401(K) Retirement Savings Plan (plan 001)
- Kia Georgia, Inc. — all reported plans
- Presence Marketing, LLC Retirement Plan (plan 001)
- Presence Marketing, LLC — all reported plans
- Bac Local #5 New York Pension Plan (plan 001)
- Bac Local #5 New York Pension Plan — all reported plans
- Ken Ganley Companies Retirement Savings Plan (plan 002)
- Ken Ganley Companies — all reported plans
- Complete Care 401(K) Plan (plan 001)
- Complete Care LLC — all reported plans
- Cadillac Casting, Inc. 401(K) Retirement Plan (plan 001)
- Cadillac Casting, Inc. — all reported plans
- Peco Foods, Inc. Retirement Savings Plan (plan 001)
- Peco Foods, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources