AUMdb

Golden State Retirement Plan Mep By Vasindas Around The Clock

Sponsored by Vasindas Around The Clock · EIN 770429091 · Plan #002

Total assets
$5.2M
Net assets
$5.1M
Active participants
118
With balances
138

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
Barnes Wealth Management Group, Inc. CRD 132189 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Barnes Wealth Management Group Investment advisory (plan) $22,026
Empower Annuity Insurance Company Recordkeeping fees $18,681
Pentegra Services Inc Contract administrator $7,349