AUMdb

Bread Financial 401(k) Plan

Sponsored by Bread Financial Payments, Inc. · EIN 133163498 · Plan #001

Total assets
$932M
Net assets
$932M
Active participants
4,992
With balances
8,914

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
T. Rowe Price Japan, Inc. CRD 290585 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
T Rowe Price Rps Inc Recordkeeping, Trustee (institutional), Trustee (directed) $41,851
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Other commissions $1,168