The Retirement Plan For Employees Of The United States Offices Of Lloyds Bank Plc
Sponsored by Lloyds Bank Plc · EIN 133321516 · Plan #001
- Total assets
- $123M
- Net assets
- $122M
- Active participants
- 43
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer(us),Inc. | Actuarial, Recordkeeping | $283,767 |
| Mercer Investments Llc | Investment management fees (direct) | $232,679 |
| Deloitte & Touche Llp | Accounting | $79,700 |
| Chartwell Invest Partners Lc | Investment advisory (plan) | $53,309 |
| The Bank Of New York Mellon | Trustee (institutional) | $53,000 |