# Bank Of China 401(k) Plan
Source: https://planprovider.pro/companies/bank-of-china-401k-plan

> Bank Of China&#39;s 401(k) plan: 804 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bank Of China

- **Sponsor EIN:** 133090509

- **Sponsor Address:** 1045 AVENUE OF THE AMERICAS, NEW YORK, NY, 10018

- **Plan Type:** 401(k)

- **Total Participants:** 804

- **Total Assets:** $169.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|804|$169.7M|$4.0M|$9.3M|

| 2023|807|$137.5M|$3.5M|$8.4M|

| 2022|715|$110.2M|$2.8M|$7.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| AMERIPRISE FINANCIAL SERVICES INC|ADVISOR|—|$218,129|$218,129|

| FORVIS MAZARS, LLP|ACCOUNTANT/AUDITOR|$22,880|—|$22,880|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AMERIPRISE FINANCIAL SERVICES INC](https://planprovider.pro/provider/ameriprise-financial-services-llc) — ADVISOR

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $241,009

- **Estimated Expense Ratio:** 0.142% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|-$58,684|-$4,902|—|$22,880|—|

| 2023|$4,902|$4,902|—|—|—|

| 2022|$5,206|$5,206|—|—|—|

## Similar Plans

- [Trustco Bank](https://planprovider.pro/companies/trustco-bank-401k-plan) — 798 participants

- [Tompkins Trust Company](https://planprovider.pro/companies/tompkins-trust-company-plan) — 862 participants

- [Dime Community Bank](https://planprovider.pro/companies/dime-community-bank-401k-plan-002-4194) — 885 participants

- [Mufg Bank, Ltd.](https://planprovider.pro/companies/mufg-bank-ltd-plan-001) — 683 participants

- [Israel Discount Bank Of New York](https://planprovider.pro/companies/israel-discount-bank-of-new-york-401k-plan) — 676 participants

- [Canandaigua National Bank And Trust Company](https://planprovider.pro/companies/canandaigua-national-bank-trust-company-plan) — 671 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bank-of-china-401k-plan)

&copy; 2026 PlanProvider.Pro
