Merrill Lunch

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

346

Total plan assets

$7.7M

Filings (rows)

Direct comp

$27K

Indirect comp

Aggregating 2 name variants under "MERRILL LUNCH"

Click a variant to view it alone

MERRILL LUNCH PIERCE FENNER & SMITH1 MERRILL LUNCH PIERCE FENNER AND S1

SERVICES PROVIDED

Advisor / Consultant1

Recordkeeper1

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
C.C. Creations, Ltd. C.C. Creations, Ltd. Retirement Savings Plan · all filings	BRYAN, TX	Advisor / Consultant	346	$7.7M	$27K	$0
Westchester Medical Group, P.C. d/b/a Westmed Medical Group Westmed Medical Group Profit Sharing Plan · all filings	RYE BROOK, NY	Recordkeeper	0	$0	$0	$0