Employees' Benefit Plan Of Barr & Barr, Inc.
Sponsored by Barr & Barr, Inc. · EIN 130469970 · Plan #001
- Total assets
- $38.6M
- Net assets
- $38.1M
- Active participants
- 118
- With balances
- 179
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 |
|---|---|---|
| Wealthcare Advisory Partners Llc CRD 171976 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealthcare Advisory Partners Llc | Investment advisory (plan) | $57,682 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $39,911 |
| Empower Advisory Group, Llc | Investment management | $2,026 |