AUMdb

Baringa Partners 401(k) Plan

Sponsored by Baringa Partners, Lp · EIN 300885374 · Plan #001

Total assets
$5.7M
Net assets
$5.7M
Active participants
120
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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Gallagher Fiduciary Advisors, Llc Investment advisory (participants), Investment advisory (plan) $122,211
Pcs Retirement, Llc Claims processing, Contract administrator, Recordkeeping $81,096