Shalom Baranes Associates 401(k) Plan
Sponsored by Shalom Baranes Associates, P.C. · EIN 521845924 · Plan #001
- Total assets
- $21.8M
- Net assets
- $21.8M
- Active participants
- 49
- With balances
- 88
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 |
|---|---|---|
| Newport Group, Inc. | Other fees | $6,716 |
| Brown Advisory | Other fees | $0 |
| Newport Group, Inc. | Other services | $0 |
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $0 |