Merrill Lynch Wealth Management — 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 Wealth Management is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $168,275 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $168,275
- Reported indirect compensation
- $0
- Total reported compensation
- $168,275
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- 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 |
|---|---|---|---|
| University Support Services, LLC | NY | 1 | $56,730 |
| Board Of Trustees American Maritime Officers 401k Plan | FL | 1 | $44,000 |
| Sprinkler Fitters And Apprentices Local 704 | MI | 1 | $40,000 |
| Board Of Trustees Storeworkers | NY | 1 | $21,881 |
| Hunt Club, Inc. | IL | 1 | $5,664 |
State footprint
Plans reporting Merrill Lynch Wealth Management are sponsored in NY (2), FL (1), IL (1), MI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| University Support Services, LLC | University Support Services, LLC Cash Or Deferred Plan | 2023 | $56,730 | not reported in the loaded dataset |
| Board Of Trustees American Maritime Officers 401k Plan | American Maritime Officers 401k Plan | 2023 | $44,000 | not reported in the loaded dataset |
| Sprinkler Fitters And Apprentices Local 704 | Sprinkler Fitters And Apprentices Local 704 Defined Contribution Pension Fund Plan | 2023 | $40,000 | $0 |
| Board Of Trustees Storeworkers | Storeworkers Security Plan | 2023 | $21,881 | not reported in the loaded dataset |
| Hunt Club, Inc. | Hunt Club 401(K) Plan | 2023 | $5,664 | not reported in the loaded dataset |
Related Form 5500 pages
- University Support Services, LLC Cash Or Deferred Plan (plan 001)
- University Support Services, LLC — all reported plans
- American Maritime Officers 401k Plan (plan 002)
- Board Of Trustees American Maritime Officers 401k Plan — all reported plans
- Sprinkler Fitters And Apprentices Local 704 Defined Contribution Pension Fund Plan (plan 001)
- Sprinkler Fitters And Apprentices Local 704 — all reported plans
- Storeworkers Security Plan (plan 501)
- Board Of Trustees Storeworkers — all reported plans
- Hunt Club 401(K) Plan (plan 002)
- Hunt Club, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources