Barley Snyder Profit Sharing Plan
Sponsored by Barley Snyder Llp · EIN 231499543 · Plan #003
- Total assets
- $32.2M
- Net assets
- $32.2M
- Active participants
- 214
- With balances
- 232
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Fidelity Management & Research Company Llc CRD 108281 | fuzzy_auto · 95% | 2024 |
| Invesco Advisers, Inc. CRD 105360 | deterministic · 100% | 2024 |
| Lord, Abbett & Co. Llc CRD 110391 | fuzzy_auto · 97% | 2024 |
| Massachusetts Financial Services Company CRD 110045 | deterministic · 100% | 2024 |
| American Century Investment Management Inc CRD 105778 | fuzzy_auto · 98% | 2024 |
| Capital Research And Management Company CRD 110885 | fuzzy_auto · 97% | 2024 |
| Blackrock Advisors, Llc CRD 106614 | deterministic · 100% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | fuzzy_auto · 97% | 2024 |
| Moreno Capital Llc CRD 332358 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors | Investment advisory (plan), Investment management fees (direct) | $32,986 |
| Baker Tilly Us, Llp | Accounting, Direct payment from the plan | $15,880 |
| Charles Schwab & Co., Inc. | Custodial (securities), Direct payment from the plan, Shareholder servicing fees | $12,703 |
| Conrad Siegel | Recordkeeping, Consulting (pension), Participant loan processing | $11,506 |
| Dimensional Fund Advisors Lp | Investment management, Investment management fees (indirect) | $0 |
| Dodge & Cox | Investment management, Investment management fees (indirect) | $0 |
| Fidelity Management & Research Comp | Investment management, Investment management fees (indirect) | $0 |
| Invesco Advisers, Inc. | Investment management, Investment management fees (indirect) | $0 |
| Lord, Abbett & Co Llc | Investment management, Investment management fees (indirect) | $0 |
| Massachusetts Financial Services Co | Investment management, Investment management fees (indirect) | $0 |
| American Century Investment Managem | Investment management, Investment management fees (indirect) | $0 |
| Capital Research And Management Com | Investment management, Investment management fees (indirect) | $0 |
| Blackrock Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |
| Pacific Investment Management Compa | Investment management, Investment management fees (indirect) | $0 |
| Morely Capital | Investment management, Investment management fees (indirect) | $0 |