AUMdb

Angus Barn 401(k) Profit Sharing Plan

Sponsored by Angus Barn, Ltd, Llc · EIN 562163933 · Plan #001

Total assets
$16.0M
Net assets
$16.0M
Active participants
254
With balances
287

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
First Citizens Bank& Trust Company Consulting (general), Trustee (institutional), Participant loan processing $27,047
Newport Trust Company Trustee (individual), Trustee (institutional), Trustee (discretionary) $10,837