Bmo U.S. Pension Plan
Sponsored by Bmo Financial Corp. · EIN 510275712 · Plan #002
- Total assets
- $1.3B
- Net assets
- $1.2B
- Active participants
- 5,932
- 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 |
|---|---|---|
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nisa Investment Advisors | Investment advisory (plan), Direct payment from the plan | $1,494,062 |
| Columbia Threadneedle Investments | Actuarial, Plan administrator, Consulting (pension) | $760,499 |
| Bank Of New York Mellon Corporation | Custodial (other), Trustee (institutional), Account maintenance fees | $265,258 |
| Groom Law Group Chartered | Legal, Direct payment from the plan | $52,963 |
| Willis Towers Watson U.S. Llc | Actuarial, Plan administrator, Consulting (pension) | $45,506 |