AUMdb

Bond Management Partners 401(k)

Sponsored by Bond Management Partners, Llc · EIN 873610798 · Plan #001

Total assets
$10.0M
Net assets
$10.0M
Active participants
381
With balances
212

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Global Retirement Partners, Llc Investment advisory (plan) $37,747
John Hancock Retirement Plan Svcs Recordkeeping, Participant loan processing, Float revenue $17,074