OpenERISA

Merrill Lynch Pierce Fenner & Smith INC.

Pennington, NJ, 08534

EIN 13-5674085
Plans
2
Total participants
50,637
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523110

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500509Merrill Lynch Death Benefit Plan9,288
2023Form 5500509Merrill Lynch Death Benefit Plan9,250
2022Form 5500509Merrill Lynch Death Benefit Plan9,915
2021Form 5500-SF001Safe Harbor Publications INC. 401(K) Plan32
2021Form 5500509Merrill Lynch Death Benefit Plan11,150
2020Form 5500-SF001Safe Harbor Publications INC. 401(K) Plan33
2020Form 5500509Merrill Lynch Death Benefit Plan10,969

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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