Bank Of Ireland Group U.S. 401(k) Savings Plan
Sponsored by The Governor And Company Of The Bank Of Ireland · EIN 132687269 · Plan #002
- Total assets
- $31.0M
- Net assets
- $31.0M
- Active participants
- 35
- With balances
- 96
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 |
|---|---|---|
| Cetera Advisory Services Llc CRD 285648 | fuzzy_auto · 95% | 2024 |
| Millennium Investment Services CRD 108744 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Advisors Llc | Insurance agents and brokers, Investment advisory (plan), Insurance brokerage commissions | $45,890 |
| Millennium Investment And Ret | Investment advisory (participants) | $6,125 |
| Third Party Administrators Inc. | Consulting (pension), Participant loan processing, Direct payment from the plan | $762 |
| John Hancock Life Insurance Co | Recordkeeping, Investment management, Sub-transfer agency fees | $108 |