· 2022–2024 · DOL EFAST2

Barnes Iaccarino & Shepherd, LLP — Barnes Iaccarino, Form 5500 (2025)

Original filing (PDF)20260409100244NAL0010159377001

Barnes Iaccarino & Shepherd, LLP

Form 5500-SF

FILING_RECEIVED

Barnes Iaccarino & Shepherd, LLP 401(k) Plan

401(k) retirement plan · Barnes Iaccarino & Shepherd, LLP's Barnes Iaccarino & Shepherd, LLP 401(k) Plan held $9.0M in plan assets for 18 participants in 2025.

Active participants

18

Accounts w/ balance

22

Plan assets (EOY)

$9.0M

Net assets (EOY)

$8.9M

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

83

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARNES IACCARINO & SHEPHERD, LLP.

Plan sponsor

Name

BARNES IACCARINO & SHEPHERD, LLP

EIN

26-3858697all filings

Address

3 SURREY LANE · HEMPSTEAD, NY · 11550

Phone

(516) 483-2990

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-09

Pension benefit codes

2T · Default investment account (QDIA)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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