MONTAG &
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
6
Active participants
110,125
Total plan assets
$40.0B
Filings (rows)
6
Direct comp
$2.3M
Indirect comp
$0
Aggregating 2 name variants under "MONTAG &"
SERVICES PROVIDED
Other5
Advisor / Consultant1
Top plans served
All 6 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE, RI | Other NONE | 53,831 | $19.2B | $573K |
| BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE, RI | Other NONE | 56,219 | $18.8B | $731K |
| NEWMARKET CORPORATION AND AFFILIATES NEWMARKET CORPORATION MASTER TRUST FOR DESIGNATED EMPLOYEE BENEFIT PLANS FOR NEWMARKET CORPORATION AND AFFILIATES | RICHMOND, VA | Other NONE | — | $791.6M | $172K |
| NEWMARKET CORPORATION AND AFFILIATES NEWMARKET CORPORATION MASTER TRUST FOR DESIGNATED EMPLOYEE BENEFIT PLANS FOR NEWMARKET CORPORATION AND AFFILIATES | RICHMOND, VA | Other NONE | — | $625.3M | $364K |
| NEWMARKET CORPORATION AND AFFILIATES NEWMARKET CORPORATION MASTER TRUST FOR DESIGNATED EMPLOYEE BENEFIT PLANS FOR NEWMARKET CORPORATION AND AFFILIATES | RICHMOND, VA | Other NONE | — | $543.0M | $397K |
| G.L. WILSON BUILDING COMPANY G.L. WILSON BUILDING COMPANY PROFIT SHARING PLAN | STATESVILLE, NC | Advisor / Consultant INVESTMENT MANAGER | 75 | $11.6M | $49K |