Barge Design Solutions, Inc. Employees' Profit Sharing Plan
Sponsored by Barge Design Solutions, Inc. · EIN 620525827 · Plan #001
- Total assets
- $142M
- Net assets
- $142M
- Active participants
- 614
- With balances
- 733
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 · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $257,510 |
| Robert W Baird Inc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $46,000 |
| Cherry Bekaert Llp | Accounting, Direct payment from the plan | $20,475 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |