How big is BARR & Morgan's plan?

BARR & Morgan's plan reported $185K in assets and 5 participants for 2024.

Original filing (PDF)20250528074204NAL0012494096001

BARR & Morgan

Name: BARR & Morgan — BARR & Morgan 401(k) Plan, Form 5500 (2024)
Creator: BARR & Morgan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BARR & Morgan 401(k) Plan

401(k) retirement plan · BARR & Morgan's BARR & Morgan 401(k) Plan held $185K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$185K

Net assets (EOY)

$185K

Plan identifiers

BARR & Morgan's EIN is 06-1362191.

EIN 06-1362191

Plan number 001

Plan year 2024

ACK ID 20250528074204NAL0012494096001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BARR & Morgan from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BARR & Morgan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARR & MORGAN.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Plan sponsor

Name

BARR & MORGAN

EIN

all filings

Address

2777 SUMMER STREET · 5TH FLOOR · STAMFORD, CT · 06905

Phone

(203) 356-1595

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-28

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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