Barrett Jackson 401(k) Plan
Sponsored by Barrett Jackson Auction Company, L.L.C. · EIN 860857597 · Plan #001
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 139
- With balances
- 136
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiduciary Outsourcing, Llc Dba Pma | Recordkeeping, Participant loan processing, Recordkeeping fees | $26,052 |
| Wells Fargo Clearing Servcies, Llc | Investment advisory (plan) | $24,493 |
| Transamerica Retirment Solutions, L | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $20,899 |
| Transamerica Trust Company | Trustee (institutional) | $13 |