AUMdb

Morris Bart, Llc 401 K Plan

Sponsored by Morris Bart, Llc · EIN 721227778 · Plan #001

Total assets
$15.9M
Net assets
$15.9M
Active participants
158
With balances
132

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
Fast 401 K Inc Dba Eplan Services In Consulting (pension) $32,244
Robert Farragher Investment advisory (plan) $29,081