Retirement Plan For Employees Of Ion Bank
Sponsored by Ion Bank · EIN 060465530 · Plan #001
- Total assets
- $58.2M
- Net assets
- $58.2M
- Active participants
- 38
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Broadridge | Investment management, Securities brokerage commissions | $101,829 |
| Ion Bank | Actuarial, Direct payment from the plan | $69,130 |
| Aetna Life Insurance Company | Contract administrator, Investment management fees (indirect), Other insurance fees and expenses | $48,717 |