MERRILL LYNCH PEIRCE FENNER & 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

364

Total plan assets

$32.5M

Filings (rows)

Direct comp

$42K

Indirect comp

Showing only "MERRILL LYNCH PEIRCE FENNER & SMITH"

View all 50 variants aggregated →

MERRILL LYNCH PIERCE FENNER & SMITH2,813 MERRILL LYNCH PIERCE FENNER AND S1,692 MERRILL LYNCH1,259 MERRILL LYNCH RETIREMENT & BENEFIT395 MERRILL LYNCH LIFE AGENCY302 MERRILL LYNCH PIERCE FENNER226

SERVICES PROVIDED

Advisor / Consultant2

Plans served

All 2 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
OAK VALLEY COMMUNITY BANK OAK VALLEY COMMUNITY BANK 401(K) PROFIT SHARING PLAN	OAKDALE, CA	Advisor / Consultant	181	$25.6M	$25K	$0
TACK AUTOMOTIVE, LLC TACK AUTOMOTIVE DBA MIKE JOHNSON'S HICKORY TOYOTA 401(K) PLAN	HICKORY, NC	Advisor / Consultant