Bane Concord 401(k) Plan
Sponsored by Bane Concord Master, Llc · EIN 811237691 · Plan #001
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 713
- With balances
- 402
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 |
|---|---|---|
| Heritage Pension Advisors | Recordkeeping | $82,085 |
| Citrin Cooperman & Company | Accounting | $43,260 |