Bradford & Barthel 401(k) Profit Sharing Plan And Trust
Sponsored by Bradford & Barthel, Llp · EIN 943257728 · Plan #001
- Total assets
- $35.6M
- Net assets
- $35.6M
- Active participants
- 226
- With balances
- 289
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $2,231 |
| Cetera Advisors Llc | Other commissions | $0 |
| Lpl Financial Llc | Other commissions | $0 |