Bankonit Retirement Savings Plan
Sponsored by Bankonit, Llc · EIN 202338224 · Plan #001
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 199
- With balances
- 143
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 |
|---|---|---|
| American Fundstars Financial Group Llc CRD 315860 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tristar Pension Ltd | Accounting, Actuarial, Consulting (pension) | $10,235 |
| American Funds | Recordkeeping, Investment management, Participant loan processing | $1,700 |