Bunzl Usa, Llc Retirement Plan
Sponsored by Bunzl Usa, Llc · EIN 131884179 · Plan #003
- Total assets
- $102M
- Net assets
- $102M
- Active participants
- 143
- 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 |
|---|---|---|
| Income Research + Management CRD 104863 | deterministic · 100% | 2024 |
| Brandes Investment Partners, Lp CRD 105404 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Callan Holdings Inc. | Investment advisory (plan), Direct payment from the plan | $139,044 |
| Prudential Trust Co. | Investment advisory (plan), Direct payment from the plan | $80,418 |
| Income Research + Management | Investment management, Investment management fees (direct) | $80,003 |
| Invesco Advisers, Inc. | Direct payment from the plan, Investment management fees (direct) | $66,313 |
| U.S. Bank National Association | Custodial (securities), Trustee (institutional), Direct payment from the plan | $44,282 |
| Brandes Investment Partners, L.P. | Investment advisory (plan), Direct payment from the plan | $43,202 |