Barnhart, Inc. 401(k) Profit Sharing Plan
Sponsored by Barnhart, Inc. · EIN 455089661 · Plan #001
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 133
- With balances
- 173
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Of Am | Recordkeeping fees | $25,077 |
| Ubs Financial Services | Investment advisory (plan) | $11,974 |
| M2 B Retirement Consulting, Llc | Contract administrator | $4,250 |
| Empower Advisory Group, Llc | Investment management | $2,658 |