AUMdb

T Bonz 401(k) Retirement Plan

Sponsored by T Bonz Management Company, Inc. · EIN 571019520 · Plan #001

Total assets
$2.9M
Net assets
$2.9M
Active participants
185
With balances
91

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $33,885
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0