Bonita Springs Utilities, Inc. 401(k) Profit Sharing Plan
Sponsored by Bonita Springs Utilities, Inc. · EIN 591350003 · Plan #001
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 125
- With balances
- 159
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Trustee (institutional), Participant loan processing | $6,324 |
| Pension Planners Inc. | Participant loan processing, Direct payment from the plan, Other fees | $5,468 |