135 S. LaSalle St., Chicago, IL 60603; phone: (312) 904-8093; fax: (312) 904-2238
(No. of participants)
Bundled (inc. in-house asset mgmt.) 60,000
Generic employee investment education
Customized employee investment education
Generic employee communications
Compliance and reporting
INVESTMENT MANAGEMENT SERVICES
Total defined contribution assets: $500 million
In-house investment management services are provided through:
Internally managed mutual funds
Internally managed commingled funds
LaSalle National Bank provides services to 183 sponsors, all for bundled services except in-house investment management.
It has a record keeping partnership with Sungard.
James Feldman is client contact.