Lasalle Bristol Lp Pension Plan
Sponsored by Lasalle Bristol Lp · EIN 351499063 · Plan #001
- Total assets
- $8.8M
- Net assets
- $8.8M
- Active participants
- 23
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Contract administrator | $31,817 |
| Milliman Inc | Actuarial, Consulting (pension), Direct payment from the plan | $21,418 |
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $13,683 |
| Bank Of America | $7,500 | |
| Wells Fargo Bank | Trustee (institutional) | $5,854 |