W. B. Doner And Company Equity Pension Plan
Sponsored by Doner Partners Llc · EIN 454831633 · Plan #001
- Total assets
- $24.1M
- Net assets
- $24.1M
- Active participants
- 33
- With balances
- 0
Plan year beginning 03/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fid Mgmt Trust Co | Plan administrator, Recordkeeping, Consulting (general) | $119,662 |