Connectone Bank 401 K Plan
Sponsored by Connectone Bank · EIN 201172127 · Plan #001
- Total assets
- $59.6M
- Net assets
- $59.6M
- Active participants
- 479
- With balances
- 715
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $28,327 |
| Saiph Capital, Llc | Other fees | $0 |
| Loren D. Stark Company | Other services | $0 |
| Morningstar | Investment advisory (plan) | $0 |
| Voya Retirement Insurance & Annuity | Investment advisory (participants) | $0 |