The Barnes Firm Lc 401(k) Profit Sharing Plan
Sponsored by The Barnes Firm Lc · EIN 464192161 · Plan #001
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 158
- With balances
- 158
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 | Investment advisory (participants) | $50,917 |
| John Hancock Life Insurance Co | Recordkeeping | $4,182 |
| Wilshire Associates | Investment advisory (participants) | $1,403 |