Barrett Financial Group, L.L.C. (EIN 01-0628113) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $7.2M in plan assets and 1,265 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Barrett Financial Group, L.L.C. 401(k) Plan | 001 | 883 | $7.2M |
| Barrett Financial Group, LLC Employee Benefits Plan | 501 | 382 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
01-0628113 is the Employer Identification Number (EIN) Barrett Financial Group, L.L.C. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Arizona EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
