The Gonnella Pension Plan
Sponsored by Gonnella Baking Company · EIN 361143800 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sun Life Capital Management (U.S.) Llc CRD 109684 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| October Three Consulting Llc | Actuarial | $206,712 |
| Slc Management | Investment management | $56,058 |
| Morgan Stanley Smith Barney | Investment management | $47,500 |
| Deloitte Consulting Llp | Accounting, Consulting (general) | $24,780 |
| First State Trust Company | Trustee (directed) | $21,694 |
| Bmo Harris Bank N.A. | Legal | $14,633 |