Bank Hapoalim B.M. Pension Plan
Sponsored by Bank Hapoalim B.M. · EIN 132775750 · Plan #001
- Total assets
- $63.1M
- Net assets
- $63.1M
- Active participants
- 74
- 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 |
|---|---|---|
| Newport Group Consulting, Llc CRD 140944 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $145,186 |
| Newport Group Consulting | Investment advisory (plan), Direct payment from the plan | $85,520 |
| Rogoff & Company | Accounting, Direct payment from the plan | $34,000 |
| Newport Group Consulting | Investment advisory (plan), Direct payment from the plan | $21,022 |