Barri Financial Group, LLC (DBA Dolfintech) 401(k) Plan

The Barri Financial Group, LLC (DBA Dolfintech) 401(k) on its latest Form 5500

Barri Financial Group, LLC (DBA Dolfintech) (EIN 27-3743621) reports DOLFINTECH 401(K) PLAN on its most recent Form 5500, with $9.4M in plan assets across 1,313 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 Barri Financial Group, LLC (DBA Dolfintech) filing — schedules, fees, and providers.

Who runs the Barri Financial Group, LLC (DBA Dolfintech) 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Barri Financial Group, LLC (DBA Dolfintech) 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BOKF NA.

How to check your Barri Financial Group, LLC (DBA Dolfintech) 401(k)

• Log in to Empower’s participant portal (the site on your statements).
• Ask Barri Financial Group, LLC (DBA Dolfintech) 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).