AUMdb

Barc Developmental Services Money Purchase Pension Plan (Mppp)

Sponsored by Barc Developmental Services · EIN 231489800 · Plan #001

Total assets
$4.4M
Net assets
$4.4M
Active participants
83
With balances
140

Plan year beginning 07/01/2024 · Money purchase, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
The Variable Annuity Life Insurance Company CRD 104561 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Eisneramper, Llp Accounting, Direct payment from the plan $19,950
Valic Retirement Services Co Custodial (securities), Investment advisory (participants), Investment management $11,621
Variable Annuity Life Insurance Co Custodial (securities), Investment advisory (participants), Investment management $7,208