Merrill Lynch Fenner and Smith

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

16,114

Total plan assets

$174.1M

Filings (rows)

Direct comp

$198K

Indirect comp

$61K

Showing only "MERRILL LYNCH FENNER AND SMITH"

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

Broker4

Recordkeeper1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
LEVI, Ray & Shoup, Inc. LEVI Ray & Shoup 401(k) Matching Contribution Plan · all filings	SPRINGFIELD, IL	Recordkeeper	488	$127.5M	$95K	$61K
Specs Family Partners, Ltd. SPEC'S Family Partners Retirement Plan · all filings	HOUSTON, TX	Broker	4,359	$19.0M	$31K	$0
Specs Family Partners, Ltd. SPEC'S Family Partners Retirement Plan · all filings	HOUSTON, TX	Broker	4,179	$13.0M	$20K	$0
Specs Family Partners, Ltd. SPEC'S Family Partners Employees' Profit Sharing Plan · all filings	HOUSTON, TX	Broker	3,543	$7.8M	$33K	$0
Specs Family Partners, Ltd. SPEC'S Family Partners Retirement Plan · all filings	HOUSTON, TX	Broker	3,545	$6.8M	$19K	$0