The Barton Group 401(k) Plan
Sponsored by Barton Mines Corporation · EIN 231624372 · Plan #002
- Total assets
- $38.4M
- Net assets
- $38.4M
- Active participants
- 119
- With balances
- 187
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 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 |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $35,891 |
| Fiducient Advisors Llc | Investment advisory (plan) | $28,511 |
| Uhy Llp | Accounting | $7,688 |
| Barton Mines Company Llc Dba Barton | Other fees | $6,570 |
| Empower Advisory Group, Llc | Investment management | $4,721 |