Barton & Loguidice, D.P.C. Profit Sharing & 401(k) Plan
Sponsored by Barton & Loguidice, D.P.C. · EIN 161020368 · Plan #002
- Total assets
- $73.9M
- Net assets
- $73.9M
- Active participants
- 377
- With balances
- 472
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 |
|---|---|---|
| S.E.E.D. Planning Group, Llc CRD 188521 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| S.E.E.D. Planning Group Llc | Investment advisory (plan) | $57,987 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$1,425 |