Bonbright Union Money Purchase Pension Plan
Sponsored by Bonbright Distributors Inc · EIN 311063631 · Plan #001
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 109
- With balances
- 135
Plan year beginning 01/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mma Securities Llc CRD 44254 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| July Business Services | Recordkeeping, Distribution (12b-1) fees, Recordkeeping fees | $15,627 |
| Mms Securities Llc | Investment advisory (plan) | $10,952 |