Bonney Plumbing Llc 401(k) Profit Sharing Plan
Sponsored by Bonney Plumbing Llc · EIN 461259484 · Plan #001
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 269
- With balances
- 162
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
| Cetera Advisory Services Llc CRD 285648 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $27,857 |
| Ascensus Holdings Inc Dba | Contract administrator | $9,375 |
| Cetera Investment Advisers Llc | Investment advisory (plan) | $6,505 |
| Cetera Advisors Llc | Investment advisory (plan) | $5,862 |
| Ascensus Inc | Other fees | $0 |