BOFA SECURITIES
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
13
Active participants
421,673
Total plan assets
$114.6B
Filings (rows)
14
Direct comp
$10K
Indirect comp
$238K
SERVICES PROVIDED
Broker9
Other4
Top plans served
Showing top 14 of 13 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| DELTA AIR LINES, INC. DELTA MASTER TRUST | ATLANTA, GA | Broker BROKER | — | $20.1B | $10K |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 401(K) PENSION PLAN | ARLINGTON, VA | Broker BROKER | 61,593 | $16.8B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 401(K) PENSION PLAN | ARLINGTON, VA | Broker BROKER | 60,192 | $15.0B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 401(K) PENSION PLAN | ARLINGTON, VA | Broker BROKER | 60,023 | $13.0B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION RETIREMENT SECURITY PLAN | ARLINGTON, VA | Broker BROKER | 56,128 | $11.5B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION RETIREMENT SECURITY PLAN | ARLINGTON, VA | Broker BROKER | 55,939 | $10.2B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION RETIREMENT SECURITY PLAN | ARLINGTON, VA | Broker BROKER | 53,861 | $9.4B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other BROKG | — | $9.1B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other BROKG | — | $8.8B | $0 |
| DOMINION ENERGY, INC. DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST | RICHMOND, VA | Other BROKG | — | $8.8B | $0 |
| NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION GROUP BENEFITS PROGRAM | ARLINGTON, VA | Other NONE | 73,315 | $776.8M | $0 |
| GALOIS, INC. GALOIS INC 401K PLAN AND TRUST | PORTLAND, OR | Broker EXECUTING BROKER COMM | 116 | $30.9M | $2 |
| TRUWEST COMPANY, LLC TRUWEST COMPANY, LLC RETIREMENT SAVINGS PLAN | WESTLAKE, OH | Other NONE | 261 | $21.5M | $11 |
| TRUWEST COMPANY, LLC TRUWEST COMPANY, LLC RETIREMENT SAVINGS PLAN | WESTLAKE, OH | Broker BROKER | 245 | $18.7M | $3 |