Bottomline Technologies 401(k) Plan
Sponsored by Bottomline Technologies, Inc. · EIN 020433294 · Plan #001
- Total assets
- $242M
- Net assets
- $242M
- Active participants
- 1,267
- With balances
- 1,818
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pensionmark Financial Group, Llc | Investment advisory (plan) | $53,192 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $52,725 |
| Wealth Enhancement Group | Investment advisory (plan) | $41,927 |
| Boivin & Associates | Accounting | $10,500 |