Barton & Associates Inc 401 K Profit Sharing Plan And Trust
Sponsored by Barton & Associates Inc. · EIN 043582777 · Plan #001
- Total assets
- $22.4M
- Net assets
- $22.4M
- Active participants
- 531
- With balances
- 407
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 |
|---|---|---|
| Guidance Point Retirement Services, Llc CRD 161000 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Holdings Inc | Contract administrator | $69,785 |
| Empower Annuity Insurance Co. | Recordkeeping fees | $47,959 |
| Guidance Point Retirement | Investment advisory (plan) | $16,000 |