AUMdb

Barasch & Mcgarry, Pc 401(k) Profit Sharing Plan & Trust

Sponsored by Barasch & Mcgarry, Pc Dba Barasch Mcgarry Salzman & Penson · EIN 133806401 · Plan #001

Total assets
$19.3M
Net assets
$19.3M
Active participants
206
With balances
281

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Pcs Retirement Claims processing, Contract administrator, Recordkeeping $81,342