Employees' Retirement Plan Of Bose Corporation
Sponsored by Bose Corporation · EIN 042655386 · Plan #001
- Total assets
- $866M
- Net assets
- $866M
- Active participants
- 1,232
- 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Silchester International Investors Llp CRD 110987 | deterministic · 100% | 2024 |
| Cvc Capital Partners Advisory Company Limited CRD 161620 | fuzzy_auto · 95% | 2024 |
| Blackstone Alternative Credit Advisors Lp CRD 137519 | fuzzy_auto · 98% | 2024 |
| William Blair Investment Management, Llc CRD 173961 | deterministic · 100% | 2024 |
| Ocp Asia (Singapore) Pte. Limited CRD 294457 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney Llc | Investment advisory (plan), Securities brokerage, Direct payment from the plan | $608,827 |
| Empower | Claims processing, Recordkeeping, Consulting (pension) | $507,349 |
| Silchester International Investors | Investment management, Investment management fees (direct), Investment management fees (indirect) | $430,470 |
| Willis Towers Watson Us Llc | Actuarial, Direct payment from the plan | $397,958 |
| Cvc Capital Partners Vii Limited | Investment management, Investment management fees (direct), Investment management fees (indirect) | $311,580 |
| Blackstone Alternative Credit Advis | Investment management, Investment management fees (direct), Investment management fees (indirect) | $225,000 |
| Us Bank National Association | Trustee (institutional), Investment management fees (direct), Investment management fees (indirect) | $149,762 |
| William Blair Investment Management | Investment management, Investment management fees (direct) | $97,986 |
| State Street Global Advisor Trust C | Custodial (other), Custodial (securities), Investment management fees (direct) | $59,140 |
| Wilmerhale Llp | Legal, Direct payment from the plan | $23,625 |
| Ocp Asia (Singapore) Pte. Limited | Accounting, Investment management, Legal | $1,083 |