Merrill Lynch Bank & Trust Co

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

776

Total plan assets

$179.7M

Filings (rows)

Direct comp

$369K

Indirect comp

Showing only "MERRILL LYNCH BANK & TRUST CO"

View all 50 variants aggregated →

MERRILL LYNCH PIERCE FENNER & SMITH2,824 MERRILL LYNCH PIERCE FENNER AND S1,698 MERRILL LYNCH1,265 MERRILL LYNCH RETIREMENT & BENEFIT395 MERRILL LYNCH LIFE AGENCY304 MERRILL LYNCH PIERCE FENNER228 MERRILL LYNCH PIERCE FENNER SMITH

SERVICES PROVIDED

Other service providers3

CITs / DFEs sponsored by this firm

Click a collective trust to see every plan that holds it.

Fund / entity	Plans holding
	3
	3

Prospecting the plans that use Merrill Lynch Bank & Trust Co?

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 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Hopkins & Carley, a Law Corporation Hopkins & Carley 401(k)Plan · all filings	SAN JOSE, CA	Other service providers	138	$74.2M	$177K	$0
Hopkins & Carley, a Law Corporation Hopkins & Carley 401(k)Plan · all filings	SAN JOSE, CA	Other service providers	134	$63.4M	$184K	$0
Doncasters, Inc. Doncasters, Inc. Employee Savings Plan · all filings	GROTON, CT	Other service providers	504	$42.0M	$8K	$0