Barrett Daffin Frappier Turner & Engel, Llp 401(k) Plan
Sponsored by Barrett Daffin Frappier Turner & Engel, Llp · EIN 752308147 · Plan #001
- Total assets
- $15.9M
- Net assets
- $15.9M
- Active participants
- 120
- With balances
- 183
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities | Investment advisory (plan) | $27,323 |
| Empower Advisory Group, Llc | Investment management | $3,311 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |