# Boston Partners Small Mid Cap Value Equity Fund 401(k) Plan
Source: https://planprovider.pro/companies/boston-partners-small-mid-cap-value-equity-fund-371947777-001

> Boston Partners Small Mid Cap Value Equity Fund&#39;s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

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

| 2024|0|$317.3M|$0|$0|

| 2023|0|$110.1M|$0|$0|

| 2022|0|$91.5M|$0|$0|

## Similar Plans

- [Boston Partners Global Equity Fund A Fund Within Bpcit](https://planprovider.pro/companies/boston-partners-global-equity-fund-a-fund-within-bpcit-352539222-001) — 0 participants

- [Boston Partners International Value Equity Fund](https://planprovider.pro/companies/boston-partners-international-value-equity-fund-300889837-001) — 0 participants

- [Boston Partners Large Cap Value Equity Fund A Fund Within Bpcit](https://planprovider.pro/companies/boston-partners-large-cap-value-equity-fund-a-fund-within-bpcit-611603964-001) — 0 participants

- [Boston Partners Trend Fund A Fund Within Bpcit](https://planprovider.pro/companies/boston-partners-trend-fund-a-fund-within-bpcit-301071595-001) — 0 participants

- [Intech Investment Management LLC](https://planprovider.pro/companies/intech-investment-management-llc-200055624-001) — 0 participants

- [Intech Investment Management LLC](https://planprovider.pro/companies/intech-investment-management-llc-200780118-001) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/boston-partners-small-mid-cap-value-equity-fund-371947777-001)

&copy; 2026 PlanProvider.Pro
