AUMdb

Ais 401(k) Plan

Sponsored by Bond Pharmacy, Inc. · EIN 640913966 · Plan #002

Total assets
$33.1M
Net assets
$33.1M
Active participants
687
With balances
993

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
Raymond James & Associates, Inc. CRD 705 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $113,601
Raymond James & Associates .00 Inc Investment advisory (plan) $89,654
Stevens Dowd & Company Contract administrator $800