MERRILL LYNCH & CO. , INC. 401(K) SAVINGS &

Plan Contact

  • Address: 401 N. TRYON STREET, NC1-021-08-03,CHARLOTTE,NC
  • Contact person: CHERYL LYNN H. COOPER
  • Phone: (800) 556-6044

Plan General Information

MERRILL LYNCH & CO. , INC. 401(K) SAVINGS & Total Retirement Plan Assets

At the end of 2018, the total retirement plan assets of MERRILL LYNCH & CO. , INC. 401(K) SAVINGS & is $10,777,266,135.00.This plan was established in 1987.

MERRILL LYNCH & CO. , INC. 401(K) SAVINGS & Total Number of Retirement Plan Participants

At the end of 2018, the total number of retirement plan participants in MERRILL LYNCH & CO. , INC. 401(K) SAVINGS & is 35022

MERRILL LYNCH & CO. , INC. 401(K) SAVINGS & Average Participant Retirement Account Value

In 2018, the average participant retirement account value for MERRILL LYNCH & CO. , INC. 401(K) SAVINGS & is $307,728.00

MERRILL LYNCH & CO. , INC. 401(K) SAVINGS & Estimated Average Employee Contribution Amount

In 2018, the estimated average employee contribution amount per participant for MERRILL LYNCH & CO. , INC. 401(K) SAVINGS & is $16,259.00.

MERRILL LYNCH & CO. , INC. 401(K) SAVINGS & Estimated Average Employer Match

In 2018, the estimated average employer match for an employee in MERRILL LYNCH & CO. , INC. 401(K) SAVINGS & is approximately $3,796.00
Investing in this additonal $3,796.00 for 20 years would give you extra $242,967.00, assuming a 10% annual return.

MERRILL LYNCH & CO. , INC. 401(K) SAVINGS & Total Employer Contribution and Match Rate

In 2018, MERRILL LYNCH & CO. , INC. 401(K) SAVINGS & allocates $132,956,157.00 to match its employees' contributions, providing an employer match rate of 46.70% of their contributions

MERRILL LYNCH & CO. , INC. 401(K) SAVINGS & Total Retirement Plan Asset Growth Rate

In 2018, the total retirement plan asset growth rate of MERRILL LYNCH & CO. , INC. 401(K) SAVINGS & is -8.94%.

MERRILL LYNCH & CO. , INC. 401(K) SAVINGS & Estimated Aggregate Retirement Account Investment Gain/Loss

In 2018, the estimated aggregate retirement account investment gain/loss for MERRILL LYNCH & CO. , INC. 401(K) SAVINGS & is -6.22%. This measures the effectiveness of the plan participants' investments in the year.

MERRILL LYNCH & CO. , INC. 401(K) SAVINGS & Expense Ratio

In 2018, the investment and administrative expense ratio of MERRILL LYNCH & CO. , INC. 401(K) SAVINGS & is 0.01%.

Enrollment Features

MERRILL LYNCH & CO. , INC. 401(K) SAVINGS & has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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