Flaherty, Sensabaugh & Bonasso, P.L.L.C's EIN is 55-0710558.
Download the official 2024 Form 5500 (PDF) for Flaherty, Sensabaugh & Bonasso, P.L.L.C from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Flaherty, Sensabaugh & Bonasso, P.L.L.C's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIRMENT PLAN SERVIC | 95-6817943 | IRVINE, CA | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL, LLC | — | SAN DIEGO, CA | INVESTMENT ADVISOR |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $63K |
| — |
| CERITY PARTNERS | — | — | INVESTMENT MANAGER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCKINLEY CARTER TRUST COMPANY | 72-1173060 | CHARLESTON, WV | INVESTMENT MA NAGER | $71K | — |
| ARGENT TRUST COMPANY, N.A | 72-1173060 | RUSTON, LA | INVESTMENT MA NAGER | $36K | — |
| JANNEY MONTGOMERY SCOTT | — | — | INVESTMENT MA NAGER | $11K | — |
