Merrill Lynch Pierce Fenner Smith I — 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 I is reported as a service provider on 11 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 11 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $21,843,264 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $21,843,264
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $21,843,264
- Filings
- 11
- Plan sponsors
- 11
- Plans
- 11
- 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 |
|---|---|---|---|
| Walmart Inc. | AR | 1 | $21,215,161 |
| Albemarle Corporation | NC | 1 | $396,826 |
| Yates LLC | GA | 1 | $58,120 |
| Midamerican Energy Company | IA | 1 | $43,664 |
| Tidwell Group, LLC | AL | 1 | $26,986 |
| Pinnacle Home Care, Inc. | FL | 1 | $19,751 |
| Frost-Arnett Company | TN | 1 | $18,112 |
| P C Services, Inc. Dba Paradise Cove | HI | 1 | $17,270 |
| Fogle'S, Inc. | SC | 1 | $16,980 |
| Springfield Area Transit Co Inc | MA | 1 | $16,698 |
State footprint
Plans reporting Merrill Lynch Pierce Fenner Smith I are sponsored in AL (1), AR (1), FL (1), GA (1), HI (1), IA (1), LA (1), MA (1), NC (1), SC (1), TN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Walmart Inc. | Walmart 401(K) Plan | 2023 | $21,215,161 | not reported in the loaded dataset |
| Albemarle Corporation | Albemarle Corporation Master Trust For Designated Employee Benefit Plans Of Albemarle Corporation And Affiliates | 2023 | $396,826 | not reported in the loaded dataset |
| Yates LLC | Yates LLC Profit Sharing Plan | 2023 | $58,120 | not reported in the loaded dataset |
| Midamerican Energy Company | Midamerican Energy Company Master Trust | 2023 | $43,664 | not reported in the loaded dataset |
| Tidwell Group, LLC | Tidwell Group, LLC 401(K) Plan | 2023 | $26,986 | not reported in the loaded dataset |
| Pinnacle Home Care, Inc. | Pinnacle Home Care, Inc. 401(K) Profit Sharing Plan | 2023 | $19,751 | not reported in the loaded dataset |
| Frost-Arnett Company | Frost-Arnett Company 401(K) Plan | 2023 | $18,112 | not reported in the loaded dataset |
| P C Services, Inc. Dba Paradise Cove | P C Services, Inc. Dba Paradise Cove 401k Profit Sharing Plan | 2023 | $17,270 | not reported in the loaded dataset |
| Fogle'S, Inc. | Fogle'S, Inc. 401(K) Savings And Retirement Plan | 2023 | $16,980 | not reported in the loaded dataset |
| Springfield Area Transit Co Inc | Transit Employees 401k Plan | 2023 | $16,698 | not reported in the loaded dataset |
| R & R Construction, Inc. | R & R Construction, Inc. 401k Profit Sharing Plan And Trust | 2023 | $13,696 | not reported in the loaded dataset |
Related Form 5500 pages
- Walmart 401(K) Plan (plan 003)
- Walmart Inc. — all reported plans
- Albemarle Corporation Master Trust For Designated Employee Benefit Plans Of Albemarle Corporation And Affiliates (plan 012)
- Albemarle Corporation — all reported plans
- Yates LLC Profit Sharing Plan (plan 001)
- Yates LLC — all reported plans
- Midamerican Energy Company Master Trust (plan 003)
- Midamerican Energy Company — all reported plans
- Tidwell Group, LLC 401(K) Plan (plan 001)
- Tidwell Group, LLC — all reported plans
- Pinnacle Home Care, Inc. 401(K) Profit Sharing Plan (plan 001)
- Pinnacle Home Care, Inc. — all reported plans
- Frost-Arnett Company 401(K) Plan (plan 002)
- Frost-Arnett Company — all reported plans
- P C Services, Inc. Dba Paradise Cove 401k Profit Sharing Plan (plan 001)
- P C Services, Inc. Dba Paradise Cove — all reported plans
- Fogle'S, Inc. 401(K) Savings And Retirement Plan (plan 001)
- Fogle'S, Inc. — all reported plans
- Transit Employees 401k Plan (plan 003)
- Springfield Area Transit Co Inc — all reported plans
- R & R Construction, Inc. 401k Profit Sharing Plan And Trust (plan 001)
- R & R Construction, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources