Barreto Holding Company 1081. 01(d) Plan
Sponsored by Barreto Holding Company, Llc · EIN 660693042 · Plan #001
- Total assets
- $562K
- Net assets
- $562K
- Active participants
- 222
- With balances
- 292
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $5,755 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $2,526 |
| Resources Investment Advisors Llc | Investment management | $1,497 |