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Sponsor portfolio

BONDSFOREVER, INC.

EIN 74-3074066-computer software-Latest filing 2024
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
8
2205 RINGWOOD AVENUE - SAN JOSE, CA 95131408-501-7801LinkedIn1-10 employeescomputer software
Plans on this EIN
2 filings
#002TraditionalDB-$4.0M - 5 part#001401k-$1.5M - 3 part

Retirement portfolio analytics

2 plans aggregated / $5.5M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • DEFINED BENEFIT PLAN (#002)73%
  • PROFIT SHARING PLAN (#001)27%
Total $5.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#002)5
  • PROFIT SHARING PLAN (#001)3
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

BONDSFOREVER, INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$4.0M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BONDSFOREVER, INC., PROFIT SHARING PLAN

401k

Assets$1.5M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BONDSFOREVER, INC. DEFINED BENEFIT PLANTraditionalDB$4.0M52024
001BONDSFOREVER, INC., PROFIT SHARING PLAN401k$1.5M32024
Retirement plans
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