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"

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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

SERVICES PROVIDED

Advisor / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Oak Valley Community Bank Oak Valley Community Bank 401(k) Profit Sharing Plan · all filings	OAKDALE, CA	Advisor / Consultant	181	$25.6M	$25K	$0
TACK Automotive, LLC TACK Automotive DBA Mike Johnson's Hickory Toyota 401(k) Plan · all filings	HICKORY, NC	Advisor / Consultant	183	$6.9M	$17K	$0