Barclay Damon Llp Profit Sharing And 401(k) Plan
Sponsored by Barclay Damon Llp · EIN 150339022 · Plan #027
- Total assets
- $187M
- Net assets
- $187M
- Active participants
- 484
- With balances
- 700
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors | Consulting (general), Direct payment from the plan | $37,500 |
| Bowers & Company Cpas Pllc | Accounting, Direct payment from the plan | $23,750 |
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $8,393 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $78 |