How big is Barton Perreira LLC's plan?

Barton Perreira LLC's plan reported $2.3M in assets and 18 participants for 2024.

Original filing (PDF)20250731144818NAL0005421873001

Barton Perreira LLC

Name: Barton Perreira LLC — Barton Perreira LLC 401(k), Form 5500 (2024)
Creator: Barton Perreira LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barton Perreira LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Barton Perreira LLC's Barton Perreira LLC 401(k) Profit Sharing Plan & Trust held $2.3M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Robert M. Fiddler signed Barton Perreira LLC's 2024 Form 5500 as plan administrator.

Robert M. Fiddler — 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

Barton Perreira LLC's EIN is 20-8019914.

EIN 20-8019914

Plan number 001

Plan year 2024

ACK ID 20250731144818NAL0005421873001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barton Perreira LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barton Perreira LLC'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 BARTON PERREIRA LLC.

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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