Merrill Lynch Pierce Finner & 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

298

Total plan assets

$67.8M

Filings (rows)

Direct comp

$97K

Indirect comp

Showing only "MERRILL LYNCH PIERCE FINNER & SMITH"

View all 50 variants aggregated →

MERRILL LYNCH PIERCE FENNER & SMITH2,988 MERRILL LYNCH PIERCE FENNER AND S1,773 MERRILL LYNCH1,337 MERRILL LYNCH RETIREMENT & BENEFIT414 MERRILL LYNCH LIFE AGENCY313 MERRILL LYNCH PIERCE FENNER242

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Theradex Systems, Inc. Theradex Systems, Inc. Retirement Savings Plan · all filings	PRINCETON, NJ	Advisor / Consultant	109	$24.9M	$38K	$0
Theradex Systems, Inc. Theradex Systems, Inc. Retirement Savings Plan · all filings	PRINCETON, NJ	Advisor / Consultant	95	$22.1M	$33K	$0
Theradex Systems, Inc. Theradex Systems, Inc. Retirement Savings Plan · all filings	PRINCETON, NJ	Advisor / Consultant	94	$20.7M	$26K	$0