Merrill Lynch Pierce Fenner and SM

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

1,943

Total plan assets

$493.4M

Filings (rows)

Direct comp

$1.5M

Indirect comp

$100K

Showing only "MERRILL LYNCH PIERCE FENNER AND SM"

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

SERVICES PROVIDED

Advisor / Consultant3

Other service providers2

Recordkeeper1

Broker1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Cemex, Inc. Cemex, Inc. Pension Plan · all filings	HOUSTON, TX	Other service providers	713	$187.6M	$614K	$38K
Cemex, Inc. Cemex, Inc. Pension Plan · all filings	HOUSTON, TX	Other service providers	235	$145.5M	$690K	$62K
Halloran & Sage, LLP Halloran & Sage, LLP Retirement and Deferred Salary Plan · all filings	HARTFORD, CT	Advisor / Consultant	148	$45.1M	$44K	$0
Halloran & Sage, LLP Halloran & Sage, LLP Retirement and Deferred Salary Plan · all filings	HARTFORD, CT	Advisor / Consultant	133	$44.4M	$41K	$0
Halloran & Sage, LLP Halloran & Sage, LLP Retirement and Deferred Salary Plan · all filings	HARTFORD, CT	Advisor / Consultant	141	$43.1M	$39K	$0
Swartley Bros. Engineers, Inc. Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan · all filings	SOUDERTON, PA	Recordkeeper	451	$14.7M	$26K	$0
Radiology Associates of Venice and Englewood, P.A. Radiology Associates of Venice and Englewood, P.A. Profit Sharing Plan · all filings	VENICE, FL	Broker	122	$13.0M	$15K	$673