AUMdb

Breck H. Barton & Associates, P.A., Profit Sharing Plan

Sponsored by Breck H. Barton & Associates, P.A. · EIN 820403319 · Plan #001

Total assets
Net assets
Active participants
2
With balances
2

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, Total participant-directed account

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).

No Schedule C on file for this plan year.