What public Form 5500 filings show about the Barkley AG Enterprises, LLC 401(k) plan — and how to find and check your own account.
Barkley AG Enterprises, LLC (EIN 86-0889844) reports BARKLEY AG ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN AND TRUST AGREEMENT on its most recent Form 5500, with $10.2M in plan assets across 449 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Barkley AG Enterprises, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Voya, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Barkley AG Enterprises, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MGMT, CBIZ BENEFITS & INSURANCE SERVICES, CBIZ INVESTMENT ADVISORY SERVICES.
