Plans listing this provider
97
0.17% of the 56,420 plans with Schedule H financials; 111 in 2023
Providers › Merrill Lynch Life Agency, Inc.
Merrill Lynch Life Agency, Inc.
- Service provider, as named on Schedule C
- EIN 132808480
- Plan year 2024
- Direct compensation reported $3,189,310
Assets of those plans
$1,782,003,354
0.02% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$3,189,310
99% 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) | 92 |
| 16 | Consulting (general) | 14 |
| 53 | Insurance brokerage commissions and fees | 12 |
| 50 | Direct payment from the plan | 11 |
| 23 | Insurance services | 9 |
| 51 | Investment management fees paid directly by plan | 6 |
| 22 | Insurance agents and brokers | 3 |
| 71 | Securities brokerage commissions and fees | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| SMX 401(k) Plan | Smartronix | $169,839,465 | 1,756 | $105,259 |
| Marine Industry Retirement Plan | National Marine Manufacturers Association | $136,192,495 | 3,410 | $106,159 |
| Carolina Dealerships Inc. 401(k) Plan | Carolina Dealerships | $112,244,086 | 2,866 | $115,479 |
| Alaka'ina Foundation 401(k) Savings Plan | Alaka'ina Foundation | $99,216,869 | 2,043 | $97,378 |
| AH Capital Management, L.L.C. 401(k) Plan | AH Capital Management | $96,327,719 | 758 | $108,175 |
| Plansource Financial Services, Inc. Retirement Savings Plan | Plansource Financial Services | $80,712,865 | 2,641 | $75,895 |
| Southeast Personnel Leasing Retirement Savings Plan | Southeast Personnel Leasing | $46,461,412 | 957 | $63,612 |
| Ferreira Construction Co., Inc. 401(k) and Profit Sharing Plan | Ferreira Construction | $38,619,978 | 446 | $89,584 |
| Resa Power, LLC 401(k) Profit Sharing Plan and Trust | Resa Power | $36,740,478 | 418 | $31,489 |
| David&goliath Employees 401(k)/profit Sharing Plan | David&goliath | $31,341,236 | 296 | $78,687 |
| Stangenes Industries, Inc. Profit Sharing Plan | Stangenes Industries | $28,873,919 | 196 | $71,585 |
| Hallkeen Management, Inc. 401(k) Retirement Plan | Hallkeen Management | $27,196,023 | 1,451 | $50,745 |
| Acquis Consulting Group, LLC Retirement Plan | Acquis Consulting Group | $25,844,844 | 159 | $5,754 |
| Purchasing Power 401(k) Plan | Purchasing Power | $25,689,504 | 337 | $7,000 |
| Tri Star Services, LLC 401(k) Plan | Tri Star Services | $24,955,518 | 528 | $47,833 |
| Huddle House Inc. 401(k) Profit Sharing Plan | Huddle House | $23,898,178 | 3,777 | $42,362 |
| Harvey 401(k) Plan | Harvey & Madding | $22,444,075 | 223 | $51,297 |
| Care Management, Inc. 401(k) Plan | Care Management | $21,778,312 | 326 | $58,813 |
| The Price Companies, Inc. 401(k) Plan | Price Companies | $19,945,310 | 524 | $33,951 |
| The Worthe Real Estate Group, Inc. 401(k) Plan | Worthe Real Estate Group | $19,705,135 | 132 | $43,909 |
| Delta Constructors, LLC 401(k) Plan | Delta Constructors | $19,459,133 | 633 | $44,749 |
| The Mosser Group Employee Savings Plan and Trust | Wmog | $19,370,896 | 162 | $35,415 |
| Buttonwillow Warehouse Company, Inc. 401(k) Profit Sharing Plan | Buttonwillow Warehouse | $18,671,398 | 158 | $52,441 |
| Crown Crafts, Inc. 401(k) Retirement Savings Plan | Crown Crafts | $18,478,061 | 175 | $43,346 |
| JRBT 401(k) Plan | Jaynes Reitmeier Boyd & Therrell | $18,476,612 | 172 | $41,716 |
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.