Barkley Ag Enterprises, Llc 401(k) Profit Sharing Plan And Trust Agreement
Sponsored by Barkley Ag Enterprises, Llc · EIN 860889844 · Plan #001
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 449
- With balances
- 188
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Ins & Annuity | Investment advisory (participants), Recordkeeping fees | $65,775 |
| Cbiz Benefits & Insurance Services | Other services | $2,175 |
| Voya Retirement Ins & Annuity | Investment advisory (participants) | $918 |
| Morningstar Investment Mgmt | Investment advisory (participants) | $22 |
| Cbiz Investment Advisory Services | Other fees | $0 |