Barr Management, Ltd. 401(k) Plan
Sponsored by Barr Management, Ltd. · EIN 363000296 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 188
- With balances
- 108
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Professional Insurance Producers | Other fees | $5,387 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $475 |
| Voya Retirement Insurance And Annui | Recordkeeping fees | $0 |