Barre Belt 401(k) Retirement Plan & Trust
Sponsored by Barre Belt · EIN 223350494 · Plan #002
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 137
- With balances
- 159
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 |
|---|---|---|
| Osaic Institutions, Inc. CRD 35371 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $23,829 |
| Osaic Institutions, Inc. | Investment advisory (plan), Direct payment from the plan | $14,232 |
| Mcsoley Mccoy & Co. | Accounting | $13,741 |
| Nfp Property And Casualty Services | Contract administrator, Direct payment from the plan | $5,619 |