How big is Barnes Pettey Financial Advisors, LLC's plan?

Barnes Pettey Financial Advisors, LLC's plan reported $2.5M in assets and 7 participants for 2024.

Original filing (PDF)20250828112852NAL0005491939001

Barnes Pettey Financial Advisors, LLC

Name: Barnes Pettey Financial Advisors, LLC — Barnes Pette, Form 5500 (2024)
Creator: Barnes Pettey Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barnes Pettey Financial Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Barnes Pettey Financial Advisors, LLC's Barnes Pettey Financial Advisors, LLC 401(k) Profit Sharing Plan held $2.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Kathy Atkins signed Barnes Pettey Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

Kathy Atkins — 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

Barnes Pettey Financial Advisors, LLC's EIN is 20-8167191.

EIN 20-8167191

Plan number 001

Plan year 2024

ACK ID 20250828112852NAL0005491939001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barnes Pettey Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barnes Pettey Financial Advisors, 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 BARNES PETTEY FINANCIAL ADVISORS, LLC.

Finding similar companies…

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