Bentley Systems, Incorporated Profit Sharing/401(k) Plan
Sponsored by Bentley Systems, Inc. · EIN 953936623 · Plan #001
- Total assets
- $595M
- Net assets
- $595M
- Active participants
- 1,629
- With balances
- 2,247
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
| Abound Wealth Management, Llc CRD 285903 | deterministic · 100% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Advisory Group, Llc | Investment advisory (participants), Direct payment from the plan | $123,433 |
| Empower Annuity Insurance Company O | Recordkeeping fees, Recordkeeping, Participant loan processing | $68,841 |
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $43,775 |
| Caron & Bletzer Pllc | Accounting | $17,200 |
| Abound Wealth Management Llc | Investment advisory (plan) | $12,274 |
| Benefit Trust Company | Trustee (directed) | $7,500 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $3,696 |