Click Bond, Inc. 401(k) Plan
Sponsored by Click Bond, Inc. · EIN 880231592 · Plan #001
- Total assets
- $48.6M
- Net assets
- $48.8M
- Active participants
- 524
- With balances
- 596
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 |
|---|---|---|
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $96,379 |
| Benjamin F. Edwards & Co | Investment advisory (plan), Direct payment from the plan | $33,500 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |