Sharifah Masten signed Barbaricum's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Barbaricum's EIN is 26-2986691.
Download the official 2024 Form 5500 (PDF) for Barbaricum from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Barbaricum's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CWM LLC | 27-4011107 | — | ADVISOR | $35K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $12.1M | 97.5% |
