AUMdb

Johnson Barrow, Inc. 401(k) Profit Sharing Plan And Trust

Sponsored by Johnson Barrow, Inc. · EIN 911248392 · Plan #003

Total assets
$22.0M
Net assets
$22.0M
Active participants
7
With balances
7

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
Gallagher Fiduciary Advisors, Llc CRD 146509 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Gallagher Fiduciary Advisors, Llc Investment advisory (plan), Investment advisory (participants) $30,138
Newport Group, Inc. Claims processing, Direct payment from the plan, Recordkeeping $20,703
Newport Trust Company Trustee (individual), Trustee (institutional), Trustee (discretionary) $7,767