First Merchants Private Wealth ADVI

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,950

Total plan assets

$717.2M

Filings (rows)

Direct comp

$570K

Indirect comp

Showing only "FIRST MERCHANTS PRIVATE WEALTH ADVI"

View all 9 variants aggregated →

FIRST MERCHANTS TRUST CO16 FIRST MERCHANTS BANK12 FIRST MERCHANTS TRUST8 FIRST MERCHANTS PRIVATE WEALTH ADVI4 FIRST MERCHANTS4 FIRST MERCHANTS PRIVATE WEALTH ADV3 FIRST MERCHANTS BANK N A3

SERVICES PROVIDED

Trustee4

Plans served

All 4 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Commissioning Agents Inc. Commissioning Agents Inc. Employee Stock Ownership & 401(k) Plan · all filings	INDIANAPOLIS, IN	Trustee	403	$206.9M	$145K	$0
Commissioning Agents Inc. Commissioning Agents Inc. Employee Stock Ownership & 401(k) Plan · all filings	INDIANAPOLIS, IN	Trustee	518	$176.1M	$149K	$0
Commissioning Agents Inc. Commissioning Agents Inc. Employee Stock Ownership & 401(k) Plan · all filings	INDIANAPOLIS, IN	Trustee	449	$172.6M	$129K	$0
Commissioning Agents Inc. Commissioning Agents Inc. Employee Stock Ownership & 401(k) Plan · all filings	INDIANAPOLIS, IN	Trustee	580	$161.7M	$147K	$0