J.M. Blanco, Inc. Union Employees Savings And Investment Plan
Sponsored by J.M. Blanco, Inc. Amerisource Bergen · EIN 943319906 · Plan #001
- Total assets
- —
- Net assets
- —
- Active participants
- 27
- With balances
- 19
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Aton Financial Llc CRD 173070 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aton Financial Llc | Investment advisory (plan) | $3,001 |
| Empower Annuity Insurance Company | Recordkeeping fees | $862 |