Bonnie Brae Retirement Plan
Sponsored by Bonnie Brae · EIN 221500479 · Plan #001
- Total assets
- $26.3M
- Net assets
- $26.3M
- Active participants
- 317
- With balances
- 431
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Valic Retirement Services Company | Custodial (securities), Investment management, Legal | $86,972 |