# Bmo Financial Corp. DB Plan
Source: https://planprovider.pro/companies/bmo-financial-corp-plan-002

> Bmo Financial Corp.'s DB plan: 5,932 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:** DB

- **Total Participants:** 5,932

- **Total Assets:** $1.3B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|5,932|$1.3B|$0|$0|

| 2023|6,469|$1.4B|$0|$0|

| 2022|5,727|$1.0B|$10.0M|$0|

## 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|

| NISA INVESTMENT ADVISORS|NONE|$1,494,062|—|$1,494,062|

| COLUMBIA THREADNEEDLE INVESTMENTS|NONE|$760,499|—|$760,499|

| BANK OF NEW YORK MELLON CORPORATION|NONE|$265,258|—|$265,258|

| GROOM LAW GROUP CHARTERED|NONE|$52,963|—|$52,963|

| WILLIS TOWERS WATSON U.S. LLC|NONE|$45,506|—|$45,506|

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

### Verified Provider Profiles

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

- [GROOM LAW GROUP CHARTERED](https://planprovider.pro/provider/groom-law-group) — NONE

- [WILLIS TOWERS WATSON U.S. LLC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,618,288

- **Estimated Expense Ratio:** 0.201% 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|$4,516,987|$1,494,062|—|—|—|

| 2023|$3,749,125|$1,192,314|—|—|—|

| 2022|$2,913,852|—|—|—|$360,132|

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