Plan Snapshot
- Plan Sponsor: The Governor And Company Of The Bank Of Ireland
- Sponsor EIN: 132687269
- Sponsor Address: 677 WASHINGTON BLVD. 5TH FLOOR, STAMFORD, CT, 06901
- Plan Type: 401(k)
- Total Participants: 35
- Total Assets: $31.0M
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 | 35 | $31.0M | $425,578 | $801,480 |
| 2023 | 38 | $30.8M | $413,599 | $821,790 |
| 2022 | 36 | $26.4M | $468,186 | $819,997 |
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 |
|---|---|---|---|---|
| WIPFLI, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI, LLP — Auditor
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 | $99,174 | — | $99,174 | — | — |
| 2023 | $91,578 | — | — | — | — |
| 2022 | $90,399 | — | $90,399 | — | — |