AUMdb

Barc Developmental Services Thrift Plan

Sponsored by Barc Developmental Services · EIN 231489800 · Plan #002

Total assets
$13.0M
Net assets
$13.0M
Active participants
236
With balances
230

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
The Variable Annuity Life Insurance Company CRD 104561 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Valic Retirement Services Co Sub-transfer agency fees, Finders' fees/placement fees, Recordkeeping fees $88,641
Variable Annuity Life Insurance Co Custodial (securities), Investment advisory (participants), Investment management $6,172