Barnes Health Care Services 401 K Plan
Sponsored by Barnes Drug Stores Of Valdosta, Inc. · EIN 580954259 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 185
- With balances
- 244
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Clements, Purvis & Stewart, Pc | Accounting | $15,000 |
| Aprio Benefit Advisors, Llc | Contract administrator | $14,789 |
| Capital Group Retirement Plan Srvcs | Recordkeeping fees | $14,209 |
| Wells Fargo Advisors, Llc | Investment advisory (plan) | $10,688 |