The Bank of America 401(k) Plan Overview

  • Type
  • Corporate Pension

  • Founded
  • 1983

  • Professionals
  • 2

  • AUM
  • 000.0

The Bank of America 401(k) Plan General Information


The Bank of America 401(k) Plan is a single-employer defined contribution corporate pension based in Charlotte, North Carolina. Established in 1983, the plan is for the employees of the Bank of America and participating subsidiaries. The plan is administered by the Bank of America corporate benefits committee. Bank of America is the plan trustee.

Contact Information

Year Founded
Open To Secondaries
Open To First Time Founds
Institution Type
Corporate Pension
Primary Contact
0000 000000
Senior Vice President & Manager
+0 (000) 000-0000
Primary Office
  • 401 North Tryon Street
  • NC1-021-08-03
  • Charlotte, NC 28255
  • United States
+1 (800) 000-0000

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The Bank of America 401(k) Plan Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

The Bank of America 401(k) Plan Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

The Bank of America 401(k) Plan Team (4)

Name Title Office
Lynn Cooper Senior Vice President & Manager Charlotte, NC
Susan Clark Plan Administrator and Plan Sponsor Charlotte, NC
Paul Donofrio Chief Financial Officer Charlotte, NC
You’re viewing 3 of 4 team members. Get the full list »