The Barton Group Pension Plan
Sponsored by The Barton Group · EIN 231624372 · Plan #003
- Total assets
- $25.4M
- Net assets
- $25.4M
- Active participants
- 37
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $79,649 |
| Fiducient Advisors Llc | Investment advisory (plan) | $49,244 |