Barnes, Dennig & Co., Ltd. Profit Sharing Plan
Sponsored by Barnes, Dennig & Co., Ltd. · EIN 311119890 · Plan #001
- Total assets
- $39.3M
- Net assets
- $39.3M
- Active participants
- 157
- With balances
- 208
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 |
|---|---|---|
| Anderson Financial Strategies, Llc CRD 290343 | deterministic · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Blake Schutter Theil Wealth Advisors, Llc CRD 292661 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Biechele Royce Advisors, Inc | Investment management | $47,117 |
| Anderson Financial Strategies, Llc | Investment management | $25,825 |
| Ubs Financial Services | Investment advisory (plan) | $13,723 |
| Blake Schutter Theil Wealth Advisor | Investment management | $7,182 |