· 2022–2024 · DOL EFAST2
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BOLTON PARNERS NORTHEAST
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
2
Active participants
767
Total plan assets
$77.8M
Filings (rows)
2
Direct comp
$12K
Indirect comp
$0
SERVICES PROVIDED
Other
2
Top plans served
All 2 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
IBEW LOCAL UNION 325
IBEW LOCAL 325 ANNUITY FUND
BINGHAMTON, NY
Other
NONE
385
$40.5M
$6K
IBEW LOCAL UNION 325
IBEW LOCAL 325 ANNUITY FUND
BINGHAMTON, NY
Other
NONE
382
$37.3M
$6K
BOLTON PARNERS NORTHEAST — Form 5500 Service Provider Profile | Form 5500 Search