Bundy Associates Retirement Plan
Sponsored by Russell T. Bundy Associates, Inc. · EIN 231670915 · Plan #001
- Total assets
- $55.3M
- Net assets
- $55.3M
- Active participants
- 633
- With balances
- 668
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $61,708 |
| Mma Securities | Investment advisory (plan) | $34,841 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $17,559 |