Barrett Business Services, Inc. Retirement Savings Plan
Sponsored by Barrett Business Services, Inc. · EIN 520812977 · Plan #001
- Total assets
- $261M
- Net assets
- $261M
- Active participants
- 51,743
- With balances
- 8,669
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Recordkeeping, Consulting (pension), Participant loan processing | $902,828 |
| Morgan Stanley Smith Barney | Investment management, Direct payment from the plan | $127,500 |
| Charles Schwab Trust Bank | Custodial (securities), Trustee (directed), Shareholder servicing fees | $29,442 |
| Charles Schwab & Co., Inc. | Custodial (securities), Shareholder servicing fees | $0 |