Plan Ledger DOL Form 5500 · updated monthly

THE MELTZER GROUP INCbroker

Benefits brokerage · plan year 2024 · page 2

Reported compensation · 2024
$7.9M

THE MELTZER GROUP INC was paid $7,850,420 in commissions and fees across 202 employer benefit plans in 2024, as reported on Schedule A ($4,860,822 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 40 client planslost 52

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 · 2024202
Liscr, LLC VA$14,242
Unanet, Inc. VA$7,696
Empower Ai VA$6,715
Lts VA$5,591
Optreum LLC FL$3,428

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