Barton & Gray Mariners Club, Llc 401(k) Profit Sharing Plan
Sponsored by Barton & Gray Mariners Club, Llc · EIN 205146075 · Plan #001
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 166
- With balances
- 133
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners, Llc | Investment advisory (participants) | $18,604 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $966 |
| Wilshire Associates, Inc. | Investment advisory (participants) | $678 |