# Merrill Lynch Pierce Fenner & Smith INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/merrill-lynch-pierce-fenner-smith-inc-135674085-509

> Merrill Lynch Pierce Fenner & Smith INC.'s Health & Welfare plan: 9,274 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Merrill Lynch Pierce Fenner & Smith INC.

- **Sponsor EIN:** 135674085

- **Sponsor Address:** 1600 AMERICAN BLVD, NJ2-600-03-35, PENNINGTON, NJ, 08534

- **Plan Type:** Health & Welfare

- **Plan Number:** 509

- **Total Participants:** 9,274

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|9,274|$0|$0|$0|

| 2024|9,288|$0|$0|$0|

| 2023|9,250|$0|$0|$0|

| 2022|9,915|$0|$0|$0|

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