Retirement Income Security Plan Barney Trucking
Sponsored by Barney Trucking, Inc. · EIN 870331328 · Plan #001
- Total assets
- $18.3M
- Net assets
- $18.3M
- Active participants
- 642
- With balances
- 599
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 |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Recordkeeping | $43,009 |
| Healthequity Retirement Services, L | Claims processing, Plan administrator, Named fiduciary | $28,389 |
| Amussen Hunsaker & Associates Llc | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $25,979 |
| Matrix Trust Company | Custodial (securities), Participant loan processing, Direct payment from the plan | $3,124 |