Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Merrill Lynch Life Agency, Inc.
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 97 retirement plans with 100 or more participants reported paying Merrill Lynch Life Agency, Inc. $5,000 or more. Those plans cover 73,189 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $3.3M. Per plan, the median was $57.24 per participant, with the middle half of plans between $33.85 and $124. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (23), Florida (8) and Georgia (6).
In 2009 it appeared on 27 such filings; in 2024, 95. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $33.85 | $57.24 | $124 |
| Compensation as a share of plan net assets | 0.19% | 0.25% | 0.35% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Marine Industry Retirement Plan | National Marine Manufacturers Association, Inc. | IL | 5,065 | $136M | $106K |
| Huddle House Inc. 401(k) Profit Sharing Plan | Huddle House Inc. | GA | 4,019 | $23.9M | $42K |
| Americare, Inc. 401(k) Plan | Americare, Inc. | NY | 3,955 | $5.4M | $15K |
| Systems 401(k) Retirement Plan | Systems, LLC | MO | 3,606 | $11.2M | $27K |
| Plansource Financial Services, Inc. Retirement Savings Plan | Plansource Financial Services, Inc. | FL | 3,364 | $80.7M | $76K |
| Carolina Dealerships Inc. 401(k) Plan | Carolina Dealerships Inc. | NC | 3,364 | $112M | $115K |
| Local 360 401(k) and Severance Plan | Local 360 401(k) and Severance Plan | NJ | 3,051 | $11.6M | $23K |
| Southeast Personnel Leasing Retirement Savings Plan | Southeast Personnel Leasing, Inc. | FL | 2,670 | $46.5M | $64K |
| Tri Star Services, LLC 401(k) Plan | Tri Star Services, LLC | TN | 2,314 | $25.0M | $48K |
| Alaka'Ina Foundation 401(k) Savings Plan | Alaka'Ina Foundation | FL | 2,176 | $99.2M | $97K |
| SMX 401(k) Plan | Smartronix, LLC | MD | 2,149 | $170M | $105K |
| Vallarta Supermarkets Retirement Plan | Vallarta Supermarkets | CA | 1,753 | $4.8M | $21K |
| Hallkeen Management, Inc. 401(k) Retirement Plan | Hallkeen Management, Inc. | MA | 1,618 | $27.2M | $51K |
| Master Service Companies, LLC 401(k) Plan | Master Service Companies, LLC | TN | 1,230 | $10.5M | $32K |
| The Napoli Group LLC 401(k) Plan | The Napoli Group LLC | NH | 1,105 | $7.2M | $15K |
| Delta Constructors, LLC 401(k) Plan | Delta Constructors, LLC | AK | 1,035 | $19.5M | $45K |
| Venterra Realty Inc. 401(k) Plan | Venterra Realty Inc. | — | 1,028 | $12.6M | $23K |
| RPCS, Inc. 401(k) Plan | RPCS, Inc. | MO | 1,022 | $4.5M | $13K |
| Assisted Home Health and Hospice 401(k) Plan | Assisted Home Recovery, Inc. | CA | 975 | $17.8M | $49K |
| Til Gaming, LLC 401(k) Plan | Til Gaming, LLC | WA | 840 | $2.1M | $2,544 |
| Care Management, Inc. 401(k) Plan | Care Management, Inc. | NY | 838 | $21.8M | $59K |
| Alabama Grocers Association 401(k) Plan | Alabama Grocers Association | AL | 809 | $4.6M | $19K |
| Ole Mexican Foods, Inc. 401(k) Plan | Ole Mexican Foods, Inc. | GA | 797 | $6.2M | $22K |
| Legacy Senior Living, LLC 401(k) Plan | Legacy Senior Living, LLC | TN | 782 | $1.2M | $3,555 |
| Ferreira Construction Co., Inc. 401(k) and Profit Sharing Plan | Ferreira Construction Co., Inc. | NJ | 758 | $38.6M | $90K |
| Ah Capital Management, L.L.C. 401(k) Plan | Ah Capital Management, L.L.C. | CA | 758 | $96.3M | $108K |
| Vintners Distributors, Inc. Profit Sharing Plan | Vintners Distributors, Inc. | CA | 729 | $14.5M | $33K |
| Beacon Hospital Management, LLC 401(k) Plan | Beacon Hospital Management, LLC | LA | 684 | $7.5M | $23K |
| Resa Power, LLC 401(k) Profit Sharing Plan and Trust | Resa Power, LLC | TX | 673 | $36.7M | $31K |
| American Textile Maintenance Company Union 401(k) Plan | American Textile Maintenance Company | CA | 651 | $978K | $2,414 |
| Continental Express, Inc. 401 (K) Plan | Continental Express, Inc. | OH | 639 | $13.5M | $27K |
| Systems, LLC Retirement Plan | Systems, LLC | MO | 615 | $10.7M | $25K |
| Barnum and Celillo Electric, Inc. Profit Sharing and 401(k) Plan | Barnum and Celillo Electric, Inc. | CA | 603 | $18.1M | $50K |
| Kuhana Associates, LLC 401(k) Retirement Savings Plan | Kuhana Associates LLC | HI | 600 | $7.9M | $34K |
| Urgent Care for Kids 401(k) Plan | Urgent Care for Kids, LLC | TX | 583 | $2.5M | $17K |
| The Price Companies, Inc. 401(k) Plan | The Price Companies, Inc. | AR | 571 | $19.9M | $34K |
| Intellipro Service MEP | Intellipro Service Inc. | CA | 550 | $10.1M | $46K |
| Whitestone Group 401(k) Plan | The Whitestone Group, Inc. | OH | 516 | $5.5M | $22K |
| Marquez Brothers International, Inc. and Affiliates 401(k) Plan | Marquez Brothers International, Inc. | CA | 505 | $14.8M | $30K |
| Hudson Community Enterprises, Inc. 401(k) Plan | Hudson Community Enterprises, Inc. | NJ | 491 | $3.8M | $20K |
Questions and answers
How many plans does Merrill Lynch Life Agency, Inc. serve?
97 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Merrill Lynch Life Agency, Inc.?
The median plan reported $57.24 per participant in direct and indirect compensation (96 plans reporting an amount), or 0.25% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (93 plans), Consulting (general) (15 plans), Insurance services (10 plans) and Insurance agents and brokers (3 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.