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MERILL LYNCH AGENCY — Form 5500 Service Provider Profile | Form 5500 Search
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MERILL LYNCH AGENCY
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
1
Active participants
498
Total plan assets
$7.9M
Filings (rows)
1
Direct comp
$34K
Indirect comp
$0
Showing only "MERILL LYNCH AGENCY"
View all 8 variants aggregated →
MERILL LYNCH
13
MERILL LYNCH PIERCE FENNER & SMITH
8
MERILL LYNCH - FAS
3
MERILL LYNCH - EPS
3
MERILL LYNCH PIERCE FENNER
2
MERILL LYNCH LIFE AGENCY
2
MERILL LYNCH PIERCE FENNER AND SM
1
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
Export CSV
(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
KUHANA ASSOCIATES LLC
KUHANA ASSOCIATES, LLC 401(K) RETIREMENT SAVINGS PLAN
HONOLULU, HI
Advisor / Consultant
498
$7.9M
$34K
$0
MERILL LYNCH AGENCY
1