Ionbond Llc Savings Incentive Plan
Sponsored by Ionbond Llc · EIN 223322481 · Plan #001
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 208
- With balances
- 283
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Mercer Investments Llc CRD 133449 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer Investment, Llc | Investment advisory (plan), Direct payment from the plan | $50,000 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $14,481 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |