Bonadio & Co., Llp 401(k) & Profit Sharing Plan
Sponsored by Bonadio & Co., Llp · EIN 161131146 · Plan #001
- Total assets
- $150M
- Net assets
- $150M
- Active participants
- 961
- With balances
- 1,212
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 |
|---|---|---|
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $136,355 |
| One Digital Topco Llc Dba Resources | Investment advisory (plan) | $37,500 |