MERRILL LYNCH PIERCE FENNER & SMITH
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Merrill Lynch Pierce Fenner & Smith at a glance
Merrill Lynch Pierce Fenner & Smith appears on 2,323 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $343.2B in assets for 6,030,850 participants. The median client plan holds $19.4M. Most client plans are sponsored in FL, NY and CA. The largest clients by plan assets are Walmart Inc., Accenture LLP and The Kroger Co.. Plans reported $197M in direct and indirect compensation paid to Merrill Lynch Pierce Fenner & Smith, a median of $32K per plan.
- Participants
- 6,030,850
- Median plan assets
- $19.4M
- Median plan participants
- 343
- Median fees per plan
- $32K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Walmart Inc. | AR | $50.8B | 1,970,230 |
| Accenture LLP | IL | $21.3B | 112,414 |
| The Kroger Co. | OH | $11.8B | 411,922 |
| KPMG LLP | NJ | $10.5B | 55,312 |
| Southern Company Services, Inc. | GA | $10.3B | 36,818 |
| Amgen Inc. | CA | $7.7B | 22,645 |
| Aecom | TX | $7.4B | 32,081 |
| Corteva Agriscience, LLC | DE | $7.0B | 24,519 |
| Macys, Inc. | OH | $5.2B | 155,776 |
| Fiserv Solutions, LLC. | WI | $5.1B | 36,649 |
| Blackrock, Inc. | NY | $4.8B | 14,370 |
| Waste Management, Inc. | TX | $4.1B | 47,129 |
| Franklin Resources, Inc. | CA | $3.6B | 6,876 |
| Dupont De Nemours, Inc. | DE | $3.4B | 13,214 |
| Excavators Union Pension Fund Loca | NY | $3.0B | 11,892 |
| Dillard's, Inc. | AR | $3.0B | 44,726 |
| Stantec Consulting Services Inc. | AZ | $2.3B | 16,713 |
| American Financial Group, Inc. | OH | $2.3B | 10,455 |
| Midamerican Energy Company | IA | $2.3B | 8,969 |
| Sedgwick Claims Management Services, Inc. | TN | $2.2B | 32,276 |
| Eastman Kodak Company | NY | $2.1B | 7,352 |
| Zoetis Inc. | NJ | $2.1B | 9,032 |
| Saks Global Enterprises LLC | NY | $2.0B | 9,723 |
| Hawaiian Electric Industries, Inc. | HI | $1.9B | 5,068 |
| Macys Inc | OH | $1.9B | 36,261 |
Top client states
- FL221 plans
- NY209 plans
- CA208 plans
- TX153 plans
- IL145 plans
Frequently asked questions
- Who uses Merrill Lynch Pierce Fenner & Smith?
- 2,323 retirement plans list Merrill Lynch Pierce Fenner & Smith as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Walmart Inc., Accenture LLP, The Kroger Co., KPMG LLP and Southern Company Services, Inc.. Most client plans are sponsored in FL, NY and CA.
- How many plans does Merrill Lynch Pierce Fenner & Smith serve?
- Merrill Lynch Pierce Fenner & Smith serves 2,323 retirement plans with $343.2B in plan assets and 6,030,850 participants, based on the latest Form 5500 filings through 2024.
- What does Merrill Lynch Pierce Fenner & Smith charge?
- Plans reported $197M in total Schedule C compensation paid to Merrill Lynch Pierce Fenner & Smith. The median plan paid $32K. Fees vary with plan size and the services each plan buys.
Market position · 2024
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