AUMdb

Barnwell Whaley Patterson & Helms, Llc 401(k) Profit Sharing Plan

Sponsored by Barnwell Whaley Patterson & Helms, Llc · EIN 571017922 · Plan #001

Total assets
Net assets
Active participants
43
With balances
53

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).

No Schedule C on file for this plan year.