AUMdb

The Barkan Companies 401(k) Plan

Sponsored by Barkan Management Company, Inc. · EIN 042724804 · Plan #001

Total assets
$43.3M
Net assets
$43.3M
Active participants
671
With balances
665

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
Cohnreznick Accounting $26,904
Novogradac & Company Llp Accounting $19,950
Mml Investor Services Llc Other commissions $0
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$12,975