AUMdb

Barts Electric Company, Inc. Employees 401 K Plan

Sponsored by Barts Electric Company, Inc. · EIN 431671389 · Plan #001

Total assets
$21.8M
Net assets
$21.8M
Active participants
380
With balances
417

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
Cbiz Investment Advisory Services, Llc CRD 286002 fuzzy_auto · 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
Cbiz Investment Advisory Svcs, Llc Investment advisory (plan) $47,226
Empower Annuity Insurance Company Recordkeeping fees $34,858
Mhm Retirement Plan Solutions Contract administrator $13,636
Empower Advisory Group Llc Investment management $10,390