Bmo 401(k) Savings Plan
Sponsored by Bmo Financial Corp. · EIN 510275712 · Plan #001
- Total assets
- $5.0B
- Net assets
- $5.0B
- Active participants
- 19,696
- With balances
- 29,352
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping, Participant loan processing, Direct payment from the plan | $972,713 |
| Conduent | Recordkeeping, Direct payment from the plan | $56,829 |
| Mitchell & Titus Llp | Accounting, Direct payment from the plan | $39,910 |
| Newport Group Inc. | Recordkeeping, Direct payment from the plan | $18,750 |