Plan Ledger DOL Form 5500 · updated monthly

THE MELTZER GROUPbroker

Benefits brokerage · plan year 2024 · page 1

Reported compensation · 2024
$3.1M

THE MELTZER GROUP was paid $3,109,205 in commissions and fees across 123 employer benefit plans in 2024, as reported on Schedule A ($641,998 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 30 client planslost 28

Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 2024123
Eaglebank MD$84,411
Lts VA$14,165
Psi Pax, Inc. MD$11,055
In-Q-Tel, Inc VA$4,563
Mbo Partners VA$2,606

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the THE MELTZER GROUP brand.