The Bank Of America Transferred Savings Account Plan
Sponsored by Bank Of America Corporation · EIN 560906609 · Plan #007
- Total assets
- $1.1B
- Net assets
- $1.1B
- Active participants
- 3,924
- With balances
- 8,003
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Fidelity Investments Inst. Ops. Co. | Sub-transfer agency fees, Recordkeeping fees | $0 |