Barry Callebaut U.S.A. 401(k) Retirement Plan
Sponsored by Barry Callebaut Usa · EIN 260072915 · Plan #002
- Total assets
- $134M
- Net assets
- $134M
- Active participants
- 1,366
- With balances
- 1,679
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $216,473 |
| Concurrent Investment Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $40,000 |