AUMdb

Boston Celtics 401(k) Savings And Retirement Plan

Sponsored by Banner Seventeen, Llc Dba The Boston Celtics · EIN 300136909 · Plan #001

Total assets
$57.8M
Net assets
$57.8M
Active participants
211
With balances
214

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Gallagher Benefit Services Inc Dba Investment advisory (plan) $57,257
Peter Tawney Dba Tawney Pllc Accounting $10,546
Empower Advisory Group, Llc Investment management $5,647
Empower Annuity Insurance Company O Recordkeeping fees $0