AUMdb

Barrio 401(k) Plan

Sponsored by Barrio Comprehensive Family Health Care Center · EIN 741724391 · Plan #001

Total assets
$23.2M
Net assets
$23.2M
Active participants
950
With balances
934

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
Ascensus, Inc. Contract administrator $18,855
Empower Annuity Insurance Co Of Ame Recordkeeping fees $9,500
Ascensus Holdings Inc. Contract administrator $7,800
John Hancock Retirement Plan Svcs Recordkeeping, Float revenue, Recordkeeping fees $1,018
Mmlis Other commissions $0