Bond, Schoeneck & King Pllc 401 K Savings Plan
Sponsored by Bond, Schoeneck & King Pllc · EIN 270015651 · Plan #003
- Total assets
- $214M
- Net assets
- $214M
- Active participants
- 520
- With balances
- 743
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 |
|---|---|---|
| Ales29 Advisors, Inc CRD 297670 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Participant loan processing | $64,056 |
| Alesco Advisors Llc | Investment advisory (plan) | $27,500 |