Original filing (PDF)20251031082025NAL0003614529002

BARRESI FINANCIAL, INC.

Name: BARRESI FINANCIAL, INC. — BARRESI FINANCIAL 401(K) PLAN, Form 5500 (2024)
Creator: BARRESI FINANCIAL, INC.

Form 5500-SF

FILING_RECEIVED

BARRESI FINANCIAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARRESI FINANCIAL, INC..

Plan sponsor

Name

BARRESI FINANCIAL, INC.

EIN

01-0480358

Address

34 NORTH STREET SUITE 1 · PRESQUE ISLE, ME · 04769

Phone

(207) 764-5639

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-09-25

Filed

2025-10-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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