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 & SMITH2,824 MERRILL LYNCH PIERCE FENNER AND S1,698 MERRILL LYNCH1,265 MERRILL LYNCH RETIREMENT & BENEFIT395 MERRILL LYNCH LIFE AGENCY304 MERRILL LYNCH PIERCE FENNER228 MERRILL LYNCH PIERCE FENNER SMITH

SERVICES PROVIDED

Advisor / Consultant14

Recordkeeper2

TPA / Administrator1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Adventhealth Benefits Administrative Committee Adventhealth Consolidated Erisa 401(a) Plan · all filings	ALTAMONTE SPRINGS, FL	Advisor / Consultant	3,853	$332.4M	$32K	$0
Buchalter, a Professional Corporation Buchalter 401(k) Plan · all filings	LOS ANGELES, CA	Advisor / Consultant	0	$209.3M	$138K	$0
Buchalter, a Professional Corporation Buchalter 401(k) Plan · all filings	LOS ANGELES, CA	Advisor / Consultant	494	$178.3M	$142K	$0
Buchalter, a Professional Corporation Buchalter 401(k) Plan · all filings	LOS ANGELES, CA	Advisor / Consultant	460	$150.1M	$139K	$0
Steelfab, Inc. Steelfab, Inc. Profit Sharing and 401(k) Plan · all filings	CHARLOTTE, NC	TPA / Administrator	2,017	$102.4M	$23K	$0
National Construction Enterprises, Inc. National Construction Enterprises, Inc. 401(k) Profit Sharing Plan · all filings	YPSILANTI, MI	Advisor / Consultant	276	$45.9M	$19K	$0
Buchalter, a Professional Corporation Buchalter Associate Attorney 401(k) Plan · all filings	LOS ANGELES, CA	Advisor / Consultant	0	$27.0M	$24K	$0
Buchalter, a Professional Corporation Buchalter Associate Attorney 401(k) Plan · all filings	LOS ANGELES, CA	Advisor / Consultant	135	$24.6M	$18K	$0
Episcopal Communities & Services for Seniors Episcopal Communities & Services for Seniors 401(k) Plan · all filings	ALTADENA, CA	Advisor / Consultant	314	$21.1M	$17K	$0
Buchalter, a Professional Corporation Buchalter Associate Attorney 401(k) Plan · all filings	LOS ANGELES, CA	Advisor / Consultant	122	$19.7M	$14K	$0
Ivxpress, Inc. DBA IVX Health IVX Health 401(k) Plan · all filings	BRENTWOOD, TN	Advisor / Consultant	568	$17.7M	$82K	$0
Ivxpress, Inc. DBA IVX Health IVX Health 401(k) Plan · all filings	BRENTWOOD, TN	Recordkeeper	465	$11.8M	$50K	$0
Dornerworks, LLC Dornerworks 401(k) Plan · all filings	GRAND RAPIDS, MI	Advisor / Consultant	98	$11.0M	$9K	$0
Ivxpress, Inc. DBA IVX Health IVX Health 401(k) Plan · all filings	BRENTWOOD, TN	Recordkeeper	343	$6.9M	$33K	$0
Clearwater Marine Aquarium, Inc. Clearwater Marine Aquarium, Inc. 401(k) Plan · all filings	CLEARWATER, FL	Advisor / Consultant	219	$3.4M	$12K	$0
Clearwater Marine Aquarium, Inc. Clearwater Marine Aquarium, Inc. 401(k) Plan · all filings	CLEARWATER, FL	Advisor / Consultant	285	$2.8M	$9K	$0
Clearwater Marine Aquarium, Inc. Clearwater Marine Aquarium, Inc. 401(k) Plan · all filings	CLEARWATER, FL	Advisor / Consultant	236	$2.0M	$8K	$0