· 2022–2024 · DOL EFAST2
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MERRILL LYNCH FAS & EPS RIA
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
3
Active participants
1,595
Total plan assets
$147.1M
Filings (rows)
3
Direct comp
$351K
Indirect comp
$0
Showing only "MERRILL LYNCH FAS & EPS RIA"
View all 50 variants aggregated →
MERRILL LYNCH PIERCE FENNER & SMITH
2,813
MERRILL LYNCH PIERCE FENNER AND S
1,692
MERRILL LYNCH
1,259
MERRILL LYNCH RETIREMENT & BENEFIT
395
MERRILL LYNCH LIFE AGENCY
302
MERRILL LYNCH PIERCE FENNER
226
MERRILL LYNCH PIERCE FENNER SMITH
SERVICES PROVIDED
Advisor / Consultant
3
Plans served
All 3 plans
Export CSV
(3)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
WGI, INC.
WGI, INC. 401(K) PLAN
WEST PALM BEACH, FL
Advisor / Consultant
497
$57.8M
$144K
$0
WGI, INC.
WGI, INC. 401(K) PLAN
WEST PALM BEACH, FL
Advisor / Consultant
541
$50.8M
$113K
191
MERRILL LYNCH PIERCE FENNER & SMI
125
MERRILL LYNCH - FAS
124
MERRILL LYNCH - EPS
119
MERRILL LYNCH PIERCE FENNER & SMIT
39
MERRILL LYNCH PIERCE FENNER SMITH I
38
MERRILL LYNCH PIERCE FENNER&SMITH
20
MERRILL LYNCH-FAS
20
MERRILL LYNCH INTERNATIONAL
20
MERRILL LYNCH RETIREMENT
17
MERRILL LYNCH WEALTH MANAGEMENT
16
MERRILL LYNCH PIERCE FENNER & SM
16
MERRILL LYNCH-EPS
15
MERRILL LYNCH PIERCE FENNER AND SMI
12
MERRILL LYNCH CONSULTING SERVICES
10
MERRILL LYNCH PIERCE
9
MERRILL LYNCH -EPS
9
MERRILL LYNCH RETIREMENT GROUP
9
MERRILL LYNCH PIERCE FENNER &
9
MERRILL LYNCH PIERCE FENNER AND
8
MERRILL LYNCH FENNER & SMITH
8
MERRILL LYNCH PIERCE FENNER AND SM
7
MERRILL LYNCH -FAS
7
MERRILL LYNCH PIERCE FENNER & 00 S
6
MERRILL LYNCH PIERCE FENNER & S
6
MERRILL LYNCH ACCOUNTS
5
MERRILL LYNCH FENNER AND SMITH
5
MERRILL LYNCH FAS
5
MERRILL LYNCH AGENCY
4
MERRILL LYNCH RETIREMENT SERVICES
4
MERRILL LYNCH PIERCE FEENER & SMITH
4
MERRILL LYNCH FINANCIAL SERVICES
4
MERRILL LYNCH RETIRMENT & BENEFIT
3
MERRILL LYNCH CONSULTING SERVI
3
MERRILL LYNCH BANK & TRUST CO
3
MERRILL LYNCH-FAS AND EPS
3
MERRILL LYNCH LIFE AGY
3
MERRILL LYNCH FAS & EPS RIA
3
MERRILL LYNCH PIERCE F & S
3
MERRILL LYNCH LIFE AGNECY
3
MERRILL LYNCH ACCTS REC
3
MERRILL LYNCH RETIREMENT & BENEFITS
3
MERRILL LYNCH PIERCE FENNER & SMIH
3
MERRILL LYNCH PIERCE F&S
2
$0
WGI, INC.
WGI, INC. 401(K) PLAN
WEST PALM BEACH, FL
Advisor / Consultant
557
$38.6M
$94K
$0
MERRILL LYNCH FAS & EPS RIA — Form 5500 Service Provider Profile | Form 5500 Search