# Bmo Financial Corp. 401(k) Plan
Source: https://planprovider.pro/companies/bmo-financial-corp-401k-plan

> Bmo Financial Corp.'s 401(k) plan: 19,696 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bmo Financial Corp.

- **Sponsor EIN:** 510275712

- **Sponsor Address:** 320 SOUTH CANAL STREET, CHICAGO, IL, 606065707

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

- **Total Participants:** 19,696

- **Total Assets:** $5.0B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|19,696|$5.0B|$155.0M|$184.7M|

| 2023|20,280|$4.5B|$135.3M|$154.4M|

| 2022|13,364|$2.6B|$104.9M|$118.4M|

## 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|

| GJC CPA'S & ADVISORS|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$1,094,082|—|—|—|—|

| 2023|$1,141,761|$836,969|$304,792|—|—|

| 2022|$1,568,952|$727,263|$841,689|—|—|

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