AUMdb

William Barnet & Son, Llc Employees' 401(k) Savings Plan

Sponsored by William Barnet & Son, Llc · EIN 571118775 · Plan #001 · Spartanburg, SC

Total assets
$24.6M
Net assets
$24.6M
Active participants
217
With balances
289

Plan year beginning 10/01/2024 · 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
Forvis Mazars, Llp Accounting $16,800
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$8,787