MERRILL LYNCH-PIERCE FENNER 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
2
Active participants
25,530
Total plan assets
$1.5B
Filings (rows)
2
Direct comp
$1.5M
Indirect comp
$16K
SERVICES PROVIDED
Recordkeeper1
Broker1
Top plans served
All 2 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SEDGWICK CLAIMS MANAGEMENT SERVICES, INC. SEDGWICK 401(K) SAVINGS PLAN | MEMPHIS, TN | Recordkeeper RECORDKEEPER MANAGER | 24,537 | $1.5B | $1.2M |
| SEDGWICK CLAIMS MANAGEMENT SERVICES, INC. SEDGWICK RETIREMENT PLAN | MEMPHIS, TN | Broker BROKERAGE | 993 | $63.5M | $321K |