BARRETT CAPITAL MANAGEMENT

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

353

Total plan assets

$22.2M

Filings (rows)

Direct comp

$52K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
THE CABOT GROUP AS AGENT THE CABOT GROUP AS AGENT 401(K) PROFIT SHARING PLAN & TRUST	ROCHESTER, NY	Advisor / Consultant ADVISOR	137	$8.3M	$19K
THE CABOT GROUP AS AGENT THE CABOT GROUP AS AGENT 401(K) PROFIT SHARING PLAN & TRUST	ROCHESTER, NY	Advisor / Consultant ADVISOR	116	$7.7M	$16K
THE CABOT GROUP AS AGENT