Hartline Barger Llp 401(k) Profit Sharing Plan
Sponsored by Hartline Barger Llp · EIN 752532929 · Plan #001
- Total assets
- $33.5M
- Net assets
- $33.5M
- Active participants
- 111
- With balances
- 192
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Svcs. | Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees | $27,590 |
| Lpl Financial, Llc | Investment advisory (plan) | $26,918 |
| One Digital Topco Llc Dba Resources | Investment advisory (plan) | $8,975 |