MERRILL LYNCH RETIREMENT

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

9,885

Total plan assets

$1.2B

Filings (rows)

Direct comp

$770K

Indirect comp

Showing only "MERRILL LYNCH RETIREMENT"

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 MERRILL LYNCH PIERCE FENNER SMITH

SERVICES PROVIDED

Advisor / Consultant14

Recordkeeper2

TPA / Administrator1

Plans served

All 17 plans

Sponsor / Plan	Location	Services	Participants	Assets

ADVENTHEALTH BENEFITS ADMINISTRATIVE COMMITTEE ADVENTHEALTH CONSOLIDATED ERISA 401(A) PLAN	ALTAMONTE SPRINGS, FL	Advisor / Consultant	3,853	$332.4M	$32K	$0
BUCHALTER, A PROFESSIONAL CORPORATION BUCHALTER 401(K) PLAN	LOS ANGELES, CA	Advisor / Consultant	0	$209.3M	$138K	$0
BUCHALTER, A PROFESSIONAL CORPORATION BUCHALTER 401(K) PLAN	LOS ANGELES, CA	Advisor / Consultant	494	$178.3M	$142K	$0
BUCHALTER, A PROFESSIONAL CORPORATION BUCHALTER 401(K) PLAN	LOS ANGELES, CA	Advisor / Consultant	460	$150.1M	$139K	$0
STEELFAB, INC. STEELFAB, INC. PROFIT SHARING AND 401(K) PLAN	CHARLOTTE, NC	TPA / Administrator	2,017	$102.4M	$23K	$0
NATIONAL CONSTRUCTION ENTERPRISES, INC. NATIONAL CONSTRUCTION ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN	YPSILANTI, MI	Advisor / Consultant	276	$45.9M	$19K	$0
BUCHALTER, A PROFESSIONAL CORPORATION BUCHALTER ASSOCIATE ATTORNEY 401(K) PLAN	LOS ANGELES, CA	Advisor / Consultant	0	$27.0M	$24K	$0
BUCHALTER, A PROFESSIONAL CORPORATION BUCHALTER ASSOCIATE ATTORNEY 401(K) PLAN	LOS ANGELES, CA	Advisor / Consultant	135	$24.6M	$18K	$0
EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS EPISCOPAL COMMUNITIES & SERVICES FOR SENIORS 401(K) PLAN	ALTADENA, CA	Advisor / Consultant	314	$21.1M	$17K	$0
BUCHALTER, A PROFESSIONAL CORPORATION BUCHALTER ASSOCIATE ATTORNEY 401(K) PLAN	LOS ANGELES, CA	Advisor / Consultant	122	$19.7M	$14K	$0
IVXPRESS, INC. DBA IVX HEALTH IVX HEALTH 401(K) PLAN	BRENTWOOD, TN	Advisor / Consultant	568	$17.7M	$82K	$0
IVXPRESS, INC. DBA IVX HEALTH IVX HEALTH 401(K) PLAN	BRENTWOOD, TN	Recordkeeper	465	$11.8M	$50K	$0
DORNERWORKS, LLC DORNERWORKS 401(K) PLAN	GRAND RAPIDS, MI	Advisor / Consultant	98	$11.0M	$9K	$0
IVXPRESS, INC. DBA IVX HEALTH IVX HEALTH 401(K) PLAN	BRENTWOOD, TN	Recordkeeper	343	$6.9M	$33K	$0
CLEARWATER MARINE AQUARIUM, INC. CLEARWATER MARINE AQUARIUM, INC. 401(K) PLAN	CLEARWATER, FL	Advisor / Consultant	219	$3.4M	$12K	$0
CLEARWATER MARINE AQUARIUM, INC. CLEARWATER MARINE AQUARIUM, INC. 401(K) PLAN	CLEARWATER, FL	Advisor / Consultant	285	$2.8M	$9K	$0
CLEARWATER MARINE AQUARIUM, INC. CLEARWATER MARINE AQUARIUM, INC. 401(K) PLAN	CLEARWATER, FL	Advisor / Consultant	236	$2.0M	$8K	$0