Barnes & Thornburg Llp Profit Sharing Plan
Sponsored by Barnes & Thornburg Llp · EIN 350900596 · Plan #002
- Total assets
- $754M
- Net assets
- $754M
- Active participants
- 1,515
- With balances
- 1,754
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 |
|---|---|---|
| Invst, Llc CRD 282863 | deterministic · 100% | 2024 |
| Lmcg Investments, Llc CRD 149936 | deterministic · 100% | 2024 |
| Woodley Farra Manion Portfolio Management Inc CRD 107660 | fuzzy_auto · 95% | 2024 |
| Bedel Financial Consulting Inc CRD 105653 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Deerfield Financial Advisors, Inc. CRD 104964 | fuzzy_auto · 99% | 2024 |
| Private Advisor Group, Llc CRD 155216 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Phillips Financial Management, Llc CRD 131344 | deterministic · 100% | 2024 |
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $111,866 |
| Invst Llc | Investment advisory (participants), Direct payment from the plan | $69,543 |
| Lmcg Investments Llc | Investment advisory (participants), Direct payment from the plan | $68,049 |
| Woodley Farra Manion Portfolio | Investment advisory (participants), Direct payment from the plan | $42,244 |
| Bedel Financial Consulting Inc | Investment advisory (participants), Direct payment from the plan | $41,601 |
| Capfinancial Partners Llc | Investment advisory (participants), Direct payment from the plan | $40,798 |
| Deerfield Financial Advisors I | Investment advisory (participants), Direct payment from the plan | $21,604 |
| Private Advisor Group Llc | Investment advisory (participants), Direct payment from the plan | $20,733 |
| Indiana Trust Wealth Mgmnt | Investment advisory (participants), Direct payment from the plan | $13,566 |
| Lpl Financial Llc | Investment advisory (participants), Direct payment from the plan | $12,758 |
| Phillips Financial Management | Investment advisory (participants), Direct payment from the plan | $9,351 |
| Valmark Advisers Inc | Investment advisory (participants), Direct payment from the plan | $8,959 |
| Biechele Royce Advisors Inc | Investment advisory (participants), Direct payment from the plan | $8,064 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $7,278 |
| At Investment Advisers Inc | Investment advisory (participants), Direct payment from the plan | $5,787 |
| Key Bank National Association | Accounting | $0 |