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

Active participants

498

Total plan assets

$7.9M

Filings (rows)

Direct comp

$34K

Indirect comp

Showing only "MERILL LYNCH AGENCY"

View all 8 variants aggregated →

MERILL LYNCH13 MERILL LYNCH PIERCE FENNER & SMITH8 MERILL LYNCH - FAS3 MERILL LYNCH - EPS3 MERILL LYNCH LIFE AGENCY2 MERILL LYNCH PIERCE FENNER2 MERILL LYNCH PIERCE FENNER AND SM1

SERVICES PROVIDED

Advisor / Consultant1

Prospecting the plans that use Merill Lynch Agency?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Kuhana Associates LLC Kuhana Associates, LLC 401(k) Retirement Savings Plan · all filings	HONOLULU, HI	Advisor / Consultant	498	$7.9M	$34K	$0