How big is Patrick J. Barrett CPA's plan?

Patrick J. Barrett CPA's plan reported $1.7M in assets and 8 participants for 2025.

Original filing (PDF)20260518084721NAL0010006371001

Patrick J. Barrett CPA

Name: Patrick J. Barrett CPA — Patrick J. Barrett 401(k), Form 5500 (2025)
Creator: Patrick J. Barrett CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Patrick J. Barrett 401(k) Plan

401(k) retirement plan · Patrick J. Barrett CPA's Patrick J. Barrett 401(k) Plan held $1.7M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Joseph Barrett signed Patrick J. Barrett CPA's 2025 Form 5500 as plan administrator.

Joseph Barrett — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Patrick J. Barrett CPA's EIN is 01-0554125.

EIN 01-0554125

Plan number 001

Plan year 2025

ACK ID 20260518084721NAL0010006371001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Patrick J. Barrett CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Patrick J. Barrett CPA's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PATRICK J. BARRETT CPA.

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score