Merrill Lynch Retirement Benefit SV

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

177

Total plan assets

$9.9M

Filings (rows)

Direct comp

$35K

Indirect comp

Showing only "MERRILL LYNCH RETIREMENT BENEFIT SV"

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 / Consultant2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Monterey Spine & Joint Monterey Spine & Joint, PC 401(k) Plan · all filings	MONTEREY, CA	Advisor / Consultant	177	$9.9M	$20K	$0
Monterey Spine & Joint Monterey Spine & Joint, PC 401(k) Plan · all filings	MONTEREY, CA	Advisor / Consultant	0	$0	$15K	$0