MERRIL LYNCH
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
38
Active participants
16,078
Total plan assets
$1.1B
Filings (rows)
38
Direct comp
$2.7M
Indirect comp
$6K
Aggregating 10 name variants under "MERRIL LYNCH"
SERVICES PROVIDED
Advisor / Consultant25
Other10
Broker3
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| PUTNAM STABLE VALUE FUND | 1 |
| STATE STREET RUSSELL SMALL CAP D | 1 |
Top plans served
All 38 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| HALL, RENDER, KILLIAN, HEATH & LYMAN, PC HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN | INDIANAPOLIS, IN | Advisor / Consultant ADVISOR | 321 | $142.5M | $60K |
| HALL, RENDER, KILLIAN, HEATH & LYMAN, PC HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN | INDIANAPOLIS, IN | Advisor / Consultant ADVISOR | 313 | $135.5M | $45K |
| HALL, RENDER, KILLIAN, HEATH & LYMAN, PC HALL, RENDER, KILLIAN, HEATH & LYMAN, PC 401(K) PROFIT SHARING PLAN | INDIANAPOLIS, IN | Advisor / Consultant ADVISOR | 296 | $118.2M | $75K |
| TECK AMERICAN, INC. & SUBSIDIARIES TECK AMERICAN INCORPORATED RETIREMENT PLAN | SPOKANE, WA | Broker BROKER | 44 | $99.4M | $362K |
| TECK AMERICAN, INC. & SUBSIDIARIES TECK AMERICAN INCORPORATED RETIREMENT PLAN | SPOKANE, WA | Broker BROKER | 39 | $94.9M | $705K |
| TECK AMERICAN, INC. & SUBSIDIARIES TECK AMERICAN INCORPORATED RETIREMENT PLAN | SPOKANE, WA | Broker BROKER | 39 | $94.0M | $373K |
| ALPHATEC SPINE, INC. ALPHATEC SPINE, INC. 401(K) PLAN | CARLSBAD, CA | Advisor / Consultant CONSULTANT | 707 | $58.6M | $43K |
| UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 880 - MERCANTILE UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 880 MERCANTILE EMPLOYERS JOINT PENSION FUND | BROADVIEW HEIGHTS, OH | Other | 747 | $47.9M | $164K |
| UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 880 - MERCANTILE UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 880 MERCANTILE EMPLOYERS JOINT PENSION FUND | BROADVIEW HEIGHTS, OH | Other | 817 | $39.9M | $154K |
| SUPERIOR ESSEX, INC RETIREMENT INCOME PLAN FOR HOURLY EMPLOYEES OF ESSEX GROUP, INC | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 131 | $33.2M | $48K |
| ARLINGTON INDUSTRIES, INC. ARLINGTON INDUSTRIES, INC. 401(K) SAVINGS PLAN | SCRANTON, PA | Advisor / Consultant INVESTMENT ADVISOR | 397 | $30.6M | $46K |
| ATLANTIC COAST AUTOMOTIVE, INC. ATLANTIC COAST AUTOMOTIVE, INC. 401(K) PLAN | MIAMI LAKES, FL | Advisor / Consultant ADVISOR | 2,535 | $30.0M | $2K |
| TRUSTEES OF MOTION PIC LAB TECHS AND FILM EDITORS LOCAL 780 PENSION FU MOTION PIC. LAB. TECHS AND FILM EDITORS LOCAL 780 PENSION FUND | MERRITT ISLAND, FL | Other NONE | 1,176 | $28.8M | $7K |
| VAAGEN BROS LUMBER INC VAAGEN BROS LUMBER INC 401(K) SAVINGS PLAN AND TRUST | COLVILLE, WA | Advisor / Consultant CONSULTANT | 224 | $22.9M | $53K |
| CERTIFIED COLLECTIBLES GROUP, LLC CCG 401(K) PLAN | SARASOTA, FL | Advisor / Consultant INVESTMENT ADVISOR | 707 | $20.9M | $16K |
| ATLANTIC COAST AUTOMOTIVE, INC. ATLANTIC COAST AUTOMOTIVE, INC. 401(K) PLAN | MIAMI LAKES, FL | Advisor / Consultant ADVISOR | 2,499 | $20.2M | $24K |
| GENESCO SPORTS ENTERPRISES, INC. GENESCO SPORTS ENTERPRISES 401(K) PLAN | DALLAS, TX | Advisor / Consultant REGISTERED INV ADVISOR | 153 | $12.0M | $23K |
| HOLSUM DE PUERTO RICO, INC. HOLSUM DE PUERTO RICO, INC. EMPLOYEES' RETIREMENT PLAN | TOA BAJA, PR | Other NONE | 233 | $10.0M | $96K |
| GENESCO SPORTS ENTERPRISES, INC. GENESCO SPORTS ENTERPRISES 401(K) PLAN | DALLAS, TX | Advisor / Consultant REGISTERED INV ADVISOR | 144 | $9.9M | $22K |
| HOLSUM DE PUERTO RICO, INC. HOLSUM DE PUERTO RICO, INC. EMPLOYEES' RETIREMENT PLAN | TOA BAJA, PR | Other NONE | 252 | $9.5M | $89K |
| STEELSERIES NORTH AMERICA CORPORATION STEELSERIES 401(K) PLAN | CHICAGO, IL | Advisor / Consultant CONSULTANT | 116 | $8.5M | $21K |
| GENERAL WHOLESALE COMPANY, INC. GENERAL WHOLESALE COMPANY, INC. 401(K) PROFIT SHARING PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 560 | $8.3M | $16K |
| GENESCO SPORTS ENTERPRISES, INC. GENESCO SPORTS ENTERPRISES 401(K) PLAN | DALLAS, TX | Advisor / Consultant REGISTERED INV ADVISOR | 120 | $7.9M | $20K |
| THE NAPOLI GROUP LLC THE NAPOLI GROUP LLC 401(K) PLAN | AMHERST, NH | Advisor / Consultant INVESTMENT ADVISORY | 1,018 | $7.2M | $15K |
| GENERAL WHOLESALE COMPANY, INC. GENERAL WHOLESALE COMPANY, INC. 401(K) PROFIT SHARING PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 506 | $7.2M | $13K |
| STEELSERIES NORTH AMERICA CORPORATION STEELSERIES 401(K) PLAN | CHICAGO, IL | Advisor / Consultant CONSULTANT | 134 | $6.1M | $17K |
| GENERAL WHOLESALE CO. , INC. GENERAL WHOLESALE CO. , 401(K) PROFIT SHARING PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 436 | $5.9M | $12K |
| MORRELL'S ELECTRO PLATING CO., INC. MORRELL'S ELECTRO PLATING CO., INC. PROFIT SHARING PLAN | COMPTON, CA | Other INV MANAGER | 105 | $5.1M | $13K |
| MORRELL'S ELECTRO PLATING CO., INC. MORRELL'S ELECTRO PLATING CO., INC. PROFIT SHARING PLAN | COMPTON, CA | Other INV MANAGER | 106 | $4.3M | $8K |
| OBRIENS MARKET, INC. OBRIENS MARKET, INC. 401K PROFIT SHARING PLAN | RIVERBANK, CA | Advisor / Consultant RIA | 95 | $3.9M | $13K |
| OBRIENS MARKET, INC. OBRIENS MARKET, INC. 401K PROFIT SHARING PLAN | RIVERBANK, CA | Advisor / Consultant RIA | 74 | $3.6M | $11K |
| HCMC LEGAL, INC. HCMC LEGAL, INC. 401(K) AND RETIREMENT SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 587 | $3.1M | $7K |
| HCMC LEGAL, INC. HCMC LEGAL, INC. 401(K) AND RETIREMENT SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 236 | $3.0M | $13K |
| TAHOE CLUB COMPANY, LLC TAHOE CLUB COMPANY, LLC 401(K) SAVINGS & RETIREMENT PLAN | TRUCKEE, CA | Other SERVICE PROVIDER | 64 | $2.7M | $12K |
| TAHOE CLUB COMPANY, LLC TAHOE CLUB COMPANY, LLC 401(K) SAVINGS & RETIREMENT PLAN | TRUCKEE, CA | Other SERVICE PROVIDER | 79 | $2.4M | $11K |
| TAHOE CLUB COMPANY, LLC TAHOE CLUB COMPANY, LLC 401(K) SAVINGS & RETIREMENT PLAN | TRUCKEE, CA | Other SERVICE PROVIDER | 68 | $2.0M | $10K |
| CATBIRD NYC LLC RONY E. VARDI, INC. 401(K) PROFIT SHARING PLAN | BROOKLYN, NY | Advisor / Consultant INVESTMENT ADVISORY | 0 | $64K | $11K |
| SUN IMPORTS, INC. WILDE AUTOMOTIVE 401(K) PLAN | SARASOTA, FL | Advisor / Consultant RIA | 0 | $0 | $28K |