AUMdb

Boniface Hiers 401(k) Plan

Sponsored by Boniface & Company, Inc. · EIN 592882249 · Plan #001

Total assets
$12.0M
Net assets
$12.0M
Active participants
303
With balances
154

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
Advus Financial Partners, Llc CRD 311990 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $26,205
Advus Financial Partners Llc Investment advisory (plan) $23,831
Templeton & Company Llp Accounting $6,500