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

Active participants

25,530

Total plan assets

$1.5B

Filings (rows)

Direct comp

$1.5M

Indirect comp

$16K

SERVICES PROVIDED

Recordkeeper1

Broker1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Sedgwick Claims Management Services, Inc. Sedgwick 401(k) Savings Plan · all filings	MEMPHIS, TN	Recordkeeper	24,537	$1.5B	$1.2M	$0
Sedgwick Claims Management Services, Inc. Sedgwick Retirement Plan · all filings	MEMPHIS, TN	Broker	993	$63.5M	$321K	$16K