Bonnier Llc 401(k) Plan
Sponsored by Bonnier Llc · EIN 980522510 · Plan #002
- Total assets
- $26.7M
- Net assets
- $26.7M
- Active participants
- 25
- With balances
- 269
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $41,471 |
| Creative Planning Llc | Investment advisory (plan) | $36,973 |
| Forvis Mazars Llp | Accounting | $26,520 |
| Mazars Usa Llp | Accounting | $12,480 |