Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE BONNER GROUP, INC.
EIN 54-1743477Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
56
800 MAINE AVE. SW, SUITE 450 - WASHINGTON, DC 20024202-683-2543
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 56 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE BONNER GROUP 401(K) PLAN
401k
Assets$3.2M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
THE BONNER GROUP, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.4M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE BONNER GROUP 401(K) PLAN | 401k | $3.2M | 35 | 2024 | |
| 002 | THE BONNER GROUP, INC. CASH BALANCE PENSION PLAN | CashBalance | $2.4M | 21 | 2025 |
Retirement plans