Bonterra 401(k) Plan
Sponsored by Bonterra, Llc · EIN 473987257 · Plan #001
- Total assets
- $98.2M
- Net assets
- $98.2M
- Active participants
- 927
- With balances
- 1,502
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) | $86,655 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees, Participant loan processing | $77,386 |