Barasch & Mcgarry, Pc Cash Balance Plan
Sponsored by Barasch & Mcgarry, P.C. Dba Barasch Mcgarry Salzman & Penson · EIN 133806401 · Plan #002
- Total assets
- $15.1M
- Net assets
- $15.1M
- Active participants
- 146
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Financial Engines Advisors L.L.C. CRD 104510 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Edelman Financial Engines | Direct payment from the plan, Investment advisory (plan), Investment management | $33,590 |