B&A 401(k) Plan
Sponsored by Bart & Associates, Llc · EIN 526383142 · Plan #001
- Total assets
- $20.5M
- Net assets
- $20.5M
- Active participants
- 152
- With balances
- 168
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 |
|---|---|---|
| Capital Guard Investments Llc CRD 329362 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Capital Group Investment | Investment advisory (participants) | $32,027 |
| John Hancock Usa | Recordkeeping, Investment management, Sub-transfer agency fees | $3,166 |