AUMdb

Papa & Barkley Retirement Plan

Sponsored by Egg Rock Holdings, Llc · EIN 813422228 · Plan #001

Total assets
$1.4M
Net assets
$1.4M
Active participants
24
With balances
89

Plan year beginning 01/01/2024 · 401(k)

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
Professiona Capital Service, Llc Contract administrator, Consulting (pension), Participant communication $25,753
Alliance Benefit Group Rocky Mtn Investment management, Direct payment from the plan $12,088

Filing history

Plan year Assets Participants Source
01/01/2024 $1.4M 24 ack 20251106130932NAL0008648915001
01/01/2021 $2.5M 119 ack 20251020141138NAL0001149744001