Baney Corporation Profit Sharing Plan
Sponsored by Baney Corporation · EIN 930997747 · Plan #001
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 674
- With balances
- 875
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $90,378 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,981 |