Boston Partners Small Mid Cap Value Equity Fund 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Boston Partners Small Mid Cap Value Equity Fund
  • Sponsor EIN: 371947777
  • Sponsor Address: ONE BEACON STREET, BOSTON, MA, 02108
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 0
  • Total Assets: $317.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20240$317.3M$0$0
20230$110.1M$0$0
20220$91.5M$0$0

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