How big is Baris Financial Management, Ltd.'s plan?

Baris Financial Management, Ltd.'s plan reported $1.5M in assets and 5 participants for 2024.

Original filing (PDF)20251014121640NAL0001333139001

Baris Financial Management, Ltd.

Name: Baris Financial Management, Ltd. — Baris Financial, Form 5500 (2024)
Creator: Baris Financial Management, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Baris Financial Management, Ltd. 401(k) Plan

401(k) retirement plan · Baris Financial Management, Ltd.'s Baris Financial Management, Ltd. 401(k) Plan held $1.5M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Baris Financial Management, Ltd.'s EIN is 11-3637516.

EIN 11-3637516

Plan number 001

Plan year 2024

ACK ID 20251014121640NAL0001333139001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Baris Financial Management, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Baris Financial Management, Ltd.'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 BARIS FINANCIAL MANAGEMENT, LTD..

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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