Barrett Financial Group, L.L.C. 401 K Plan
Sponsored by Barrett Financial Group, L.L.C. · EIN 010628113 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 883
- With balances
- 226
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 |
|---|---|---|
| Watts Gwilliam & Company, Llc CRD 131458 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Watts Gwilliam & Co | Investment advisory (plan) | $28,742 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $16,719 |