Bentallgreenoak (U.S.), Lp 401(k) Retirement Plan
Sponsored by Bentallgreenoak (U.S.), Limited Partnership · EIN 205300937 · Plan #001
- Total assets
- $58.8M
- Net assets
- $58.8M
- Active participants
- 243
- With balances
- 343
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Sub-transfer agency fees | $125,133 |