AUMdb

Binkley & Barfield, Inc. Profit Sharing Plan

Sponsored by Binkley & Barfield, Inc. · EIN 741701559 · Plan #004

Total assets
$1.5M
Net assets
$1.5M
Active participants
0
With balances
263

Plan year beginning 01/01/2024 · Profit-sharing, Stock bonus

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Principal Plan administrator, Recordkeeping fees $25,918
Eepb Accounting, Recordkeeping fees $15,000
Isaacks & Associates Trustee (individual), Other fees $12,000