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BARNES WEALTH MANAGEMENT GROUP 401(k) Plan

What public Form 5500 filings show about the BARNES WEALTH MANAGEMENT GROUP 401(k) plan — and how to find and check your own account.

Plan assets
$114K
Participants
7
Plans on file
1

The BARNES WEALTH MANAGEMENT GROUP 401(k) on its latest Form 5500

BARNES WEALTH MANAGEMENT GROUP (EIN 80-0067281) reports BARNES WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $114K in plan assets across 7 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 BARNES WEALTH MANAGEMENT GROUP filing — schedules, fees, and providers.

Who runs the BARNES WEALTH MANAGEMENT GROUP 401(k)?

BARNES WEALTH MANAGEMENT GROUP’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask BARNES WEALTH MANAGEMENT GROUPHR for the recordkeeper’s name and login.

How to check your BARNES WEALTH MANAGEMENT GROUP 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask BARNES WEALTH MANAGEMENT GROUP HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: BARNES WEALTH MANAGEMENT GROUP — all Form 5500 filings (EIN 80-0067281) · California employer EIN lookup · Form 5500 search
BARNES WEALTH MANAGEMENT GROUP 401(k) Plan — Form 5500