THE MELTZER GROUPbroker

Benefits brokerage · plan year 2024 · page 2

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
won M. T. Laney Company, Inc.
won Owl Cyber Defense Solutions LLC
won Revenue Solutions, Inc.
won Empower Ai
won Fairfax Radiology Centers LLC
won Shulman Rogers, P.A.
lost Shulman, Rogers, Gandal, Pordy & Ecker, P.A.
lost Unanet, Inc.
lost Dataprise Inc.
lost Lenape Valley Foundation
lost Pentagon Federal Credit Union
lost The Bartley Corporation
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
Cvent, Inc. VA$1,825
Whitman-Walker Health DC$1,720
Genesis Engineering Solutions, Inc. MD$1,663
Student Conservation Association Inc. VA$1,574
First Heritage Mortgage, LLC VA$1,538
M. T. Laney Company, Inc. MD$1,148
Telesolv Consulting, Inc. DC$1,125
Tsymmetry, Inc. VA$1,010
Mary's Center for Maternal and Child Care DC$905
La Clinica Del Pueblo DC$842
Zel Technologies, LLC VA$668
Technology Partners Opco, LLC FL$610
The Children in the Shoe MD$511
Augustine Consulting, Inc. NJ$487
Netmed Touring LLC MD$376
Shiji US, Inc. FL$358
John C. Grimberg Company, Inc. MD$315
Silveredge Government Solutions LLC MD$231
Ideal Innovations, Inc. VA$113
Davis Defense Group, Inc. VA$45
Highlight Technologies, Inc VA$23
Nfp Corp. NY$18
Empower Ai VA$3

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