Bond Clinic, P.A. Profit Sharing Plan
Sponsored by Bond & Steele Clinic, P.A. · EIN 591867898 · Plan #002
- Total assets
- $89.6M
- Net assets
- $89.6M
- Active participants
- 396
- With balances
- 528
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $3,680 |
| Empower Advisory Group, Llc | Investment management | $2,167 |
| Lpl Financial | Other commissions | $0 |