AUMdb

Barbaricum 401(k) Profit Sharing Plan And Trust

Sponsored by Barbaricum · EIN 262986691 · Plan #001 · Washington, DC

Total assets
$12.4M
Net assets
$12.4M
Active participants
175
With balances
378

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
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $40,563
Cwm Llc Investment advisory (plan) $34,754