Bond, Schoeneck & King, Pllc Members Retirement Plan
Sponsored by Bond, Schoeneck & King, Pllc · EIN 270015651 · Plan #001
- Total assets
- $114M
- Net assets
- $114M
- Active participants
- 166
- With balances
- 193
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account, Covers self-employed individuals
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $49,002 |