Barfield, Inc. 401(k) Savings Plan
Sponsored by Barfield, Inc. · EIN 590556588 · Plan #001
- Total assets
- $20.0M
- Net assets
- $20.0M
- Active participants
- 421
- With balances
- 451
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $74,044 |
| Ubs Financial Services, Inc | Investment advisory (plan) | $46,348 |
| Retirement Solutions Specialists | Contract administrator | $20,346 |
| Assurance Dimensions | Accounting | $8,000 |
| Empower Advisory Group, Llc | Investment management | $2,534 |