How big is The Barry Foundation's plan?

The Barry Foundation's plan reported $233K in assets and 5 participants for 2024.

Original filing (PDF)20251001142455NAL0017924963001

The Barry Foundation

Name: The Barry Foundation — The Barry Foundation 401(k), Form 5500 (2024)
Creator: The Barry Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Barry Foundation 401(k) Plan

401(k) retirement plan · The Barry Foundation's The Barry Foundation 401(k) Plan held $233K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$233K

Net assets (EOY)

$233K

People on this filing

Stacie Montgomery signed The Barry Foundation's 2024 Form 5500 as plan administrator.

Stacie Montgomery — 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

The Barry Foundation's EIN is 20-5767275.

EIN 20-5767275

Plan number 001

Plan year 2024

ACK ID 20251001142455NAL0017924963001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Barry Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Barry Foundation'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 THE BARRY FOUNDATION.

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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