Bank of America / Merrillrecordkeeper
Plans recordkept · plan year 2025 · page 1
Plans naming Bank of America / Merrill · 2025
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59 large plans named Bank of America / Merrill on their 2025 Schedule C: 40 itemized it for recordkeeping, and 19 more listed it as a provider paid through fund revenue-sharing. The itemized plans cover $10.3B in assets. The client list below shows the itemized plans, where the relationship is explicit.
Plans recordkept by Bank of America / Merrill40
FRANKLIN RESOURCES, INC. CA$3.6B · 6,493 accts
ZOETIS INC. NJ$2.1B · 8,956 accts
FASTENAL COMPANY & SUBSIDIARIES MN$1.2B · 19,556 accts
MASTEC, INC. FL$917.6M · 14,796 accts
CHEMED CORPORATION OH$401.3M · 4,493 accts
WYNDHAM HOTELS & RESORTS, INC. NJ$345.1M · 1,744 accts
ACME BUILDING BRANDS, INC. TX$145.8M · 1,795 accts
TRAVEL LEADERS GROUP HOLDINGS, LLC MN$145.7M · 1,920 accts
THE GORMAN-RUPP COMPANY OH$137.0M · 1,415 accts
AMYNTA AGENCY, INC. NY$125.2M · 1,467 accts
BEPCO, L.P. TX$123.0M · 630 accts
SULLIVAN INVESTMENT CO., INC. MA$116.6M · 1,646 accts
MANROLAND GOSS WEB SYSTEMS AMERICAS LLC NH$104.0M · 332 accts
CLUNE CONSTRUCTION COMPANY, L.P. IL$94.6M · 947 accts
KAESER COMPRESSORS, INC. VA$90.8M · 810 accts
POWERSECURE, INC. NC$83.0M · 1,282 accts
BOINGO WIRELESS, INC. CA$67.1M · 452 accts
THE RITEDOSE CORPORATION SC$63.7M · 831 accts
PEGASUS TECHNOLOGIES, INC. FL$58.1M · 198 accts
IPEG, INC. PA$49.9M · 635 accts
OWEN ELECTRIC COOPERATIVE, INC. KY$41.4M · 132 accts
GROUP SERVICES, LLC TX$41.1M · 94 accts
DIGITAL PROSPECTORS CORPORATION NH$41.0M · 364 accts
CEXEC, INC. VA$30.4M · 139 accts
C.B. MANAGEMENT CO., INC. MO$22.6M · 162 accts
LMBI, L.P. TX$21.1M · 190 accts
T GRAHAM COMPANIES SD$19.6M · 145 accts
ROWELL CHEMICAL CORPORATION FL$19.5M · 121 accts
DERBY INDUSTRIES, LLC KY$16.3M · 471 accts
RANDALL BROTHERS HOLDINGS, INC. GA$6.2M · 184 accts
LIQUID BLUE, INC NH$5.1M · 167 accts
DEVELOPMENT FACILITATORS INC. MD$3.5M · 148 accts
INFINITY TRANS, INC. NY$2.5M · 119 accts
BELCAN, LLC OH$0
AMUNDI US, INC. MA$0
AMUNDI US, INC. MA$0
Source: DOL Form 5500 Schedule C Part I, plan year 2025, service code 15. Related legal entities are grouped under the Bank of America / Merrill brand.