First Trust Portfolios L.P. 401(k) Plan
Sponsored by First Trust Portfolios L.P. · EIN 363768815 · Plan #001
- Total assets
- $360M
- Net assets
- $360M
- Active participants
- 1,090
- With balances
- 1,194
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 |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $40,018 |
| Td Ameritrade | Investment management, Investment management fees (direct) | $20,894 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |