Plans listing this provider
41
0.07% of the 56,420 plans with Schedule H financials; 43 in 2023
Providers › Merrill Lynch
Merrill Lynch
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $1,681,342
Assets of those plans
$2,369,017,781
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,681,342
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 27 |
| 50 | Direct payment from the plan | 12 |
| 26 | Investment advisory (participants) | 7 |
| 28 | Investment management | 4 |
| 51 | Investment management fees paid directly by plan | 3 |
| 71 | Securities brokerage commissions and fees | 3 |
| 33 | Securities brokerage | 3 |
| 15 | Recordkeeping and information management | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Simon Property Group and Adopting Entities Matching Savings Planrecordkeeper | Simon Property Group | $597,638,417 | 3,831 | $365,117 |
| Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan | Tennessee Orthopaedic Alliance | $236,565,835 | 1,850 | $24,285 |
| Robbins Geller Rudman & Dowd LLP 401(k) Profit Sharing Plan | Robbins Geller Rudman & Dowd | $231,626,201 | 515 | $18,778 |
| Wilmington Health, PLLC Retirement Plan | Wilmington Health | $166,341,080 | 1,471 | $138,775 |
| Dewitt LLP Savings Plan & Trust | Dewitt | $145,053,529 | 328 | $13,283 |
| Dentons Sirote, P.C. Profit Sharing 401(k) Plan | Dentons Sirote | $113,679,556 | 515 | $72,431 |
| SYCR 401(k) Profit Sharing Plan | Stradling Yocca Carlson & Rauth | $111,513,907 | 189 | $8,461 |
| Orthopaedic Associates of Michigan Profit Sharing and Savings Plan | Orthopaedic Associates of Michigan | $94,971,396 | 626 | $89,719 |
| The Fort Miller Group Incentive Savings Plan | Fort Miller Group | $81,366,761 | 574 | $40,000 |
| Keller Supply Company Profit Sharing 401(k) Plan | Keller Supply | $67,626,344 | 1,376 | $56,391 |
| Sonterra Medical Management Group Profit Sharing 401k Plan | Sonterra Medical Management Group | $59,533,293 | 646 | $38,281 |
| Leopardo Companies, Inc. 401(k) Savings Plan | Leopardo Companies | $54,520,272 | 420 | $93,739 |
| Carolinas Pathology Group, P.A. Profit Sharing Plan | Carolinas Pathology Group | $49,102,608 | 166 | $25,707 |
| National Air Cargo 401(k) Planrecordkeeper | National Air Cargo | $29,248,926 | 342 | $39,184 |
| Foran Glennon Palandech Ponzi & Rudloff, PC Profit Sharing 401(k) Plan | Foran Glennon Palandech & Ponzi | $27,117,021 | 157 | $22,370 |
| Flint Plumbing Defined Contribution Fund | Trustees Flint Defined Contrib Fund | $26,139,931 | 618 | $20,000 |
| Central Ohio Farmers Co-op, Inc. / | Central Ohio Farmers Co-op Inc/ Morral Companies | $25,660,451 | 198 | $10,177 |
| OFD Foods, LLC 401(k) Plan | OFD Foods | $24,266,347 | 600 | $9,258 |
| The Knapheide Company 401(k) Retirement Savings Plan for Hourly Production Employees | Knapheide Manufacturing | $23,861,881 | 792 | $22,585 |
| Arlington Coal & Lumber Co. 401(k) Retirement Plan | Arlington Coal & Lumber | $18,888,988 | 172 | $41,550 |
| Ob-gyn Associates of Erie 401(k) Profit Sharing Plan | Ob-gyn Associates of Erie | $17,409,415 | 248 | $13,952 |
| Infoimage of California, Inc. Retirement Plan | Infoimage of California | $17,266,518 | 241 | $48,908 |
| Helsinn Therapeutics (U.S.), Inc. 401(k) Plan | Helsinn Therapeutics (U.S.) | $17,259,804 | 120 | $26,074 |
| Sky Climber 401(k) Profit Sharing & Trust | Sky Climber | $13,827,700 | 552 | $34,922 |
| Onesource Retirement Savings Plan | Onesource Leasing Solutions | $13,710,352 | 262 | $29,602 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.