DEMO MERRILL LYNCH SMALL 401(k) Plan
What public Form 5500 filings show about the DEMO MERRILL LYNCH SMALL 401(k) plan — and how to find and check your own account.
The DEMO MERRILL LYNCH SMALL 401(k) on its latest Form 5500
DEMO MERRILL LYNCH SMALL (EIN 22-1500424) reports DEMO MERRILL LYNCH SMALL on its most recent Form 5500, with $916K in plan assets across 11 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full DEMO MERRILL LYNCH SMALL filing — schedules, fees, and providers.
Who runs the DEMO MERRILL LYNCH SMALL 401(k)?
DEMO MERRILL LYNCH SMALL’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask DEMO MERRILL LYNCH SMALLHR for the recordkeeper’s name and login.
How to check your DEMO MERRILL LYNCH SMALL 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask DEMO MERRILL LYNCH SMALL HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
