The Fisher Barton Group Retirement Plan
Sponsored by Fisher Barton Inc. · EIN 203208428 · Plan #001
- Total assets
- $40.0M
- Net assets
- $40.0M
- Active participants
- 508
- With balances
- 713
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 |
|---|---|---|
| Francis Llc CRD 130687 | deterministic · 100% | 2024 |
| Alpha Investment Consulting Group, Llc CRD 139721 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $77,890 |
| Francis Llc | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $56,240 |
| Vrakas S.C. | Accounting | $15,000 |
| Alpha Investment Consulting Group | Investment advisory (plan) | $10,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,895 |