Bonhams & Butterfields 401(k) Plan
Sponsored by Bonhams & Butterfields Auctioneers Corporation · EIN 941719097 · Plan #001
- Total assets
- $35.3M
- Net assets
- $35.3M
- Active participants
- 263
- With balances
- 398
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| World Investment Advisors Llc | Investment advisory (plan) | $67,764 |
| Moss Adams Llp | Accounting | $22,050 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $18,335 |