Bonita Bay Club 401(k) Plan
Sponsored by Bonita Bay Club, Inc. · EIN 270155624 · Plan #001
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 308
- With balances
- 163
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
| Intellus Advisors, Llc CRD 332883 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates | Investment advisory (participants) | $36,380 |
| John Hancock Life Insurance Co | Recordkeeping, Investment management, Shareholder servicing fees | $5,442 |
| Intellus Advisors, Llc | Investment advisory (participants) | $5,079 |
| Kb Pension Services, Inc. | Recordkeeping | $2,180 |