Original filing (PDF)20251229132815NAL0009763939001

T. BARRETT & ASSOCIATES

Name: T. BARRETT & ASSOCIATES — T. BARRETT & ASSOCIATES CBS BENEFIT PLAN, Form 5500 (2024)
Creator: T. BARRETT & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

T. BARRETT & ASSOCIATES CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$863

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for T. BARRETT & ASSOCIATES.

Plan sponsor

Name

T. BARRETT & ASSOCIATES

EIN

26-4385816all filings

Address

300 DISTILLERY COMMONS · SUITE 420 · LOUISVILLE, KY · 40206

Phone

(877) 770-1113

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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