How big is Kates & Barlow, PC's plan?

Kates & Barlow, PC's plan reported $2.2M in assets and 9 participants for 2025.

Original filing (PDF)20260303082635NAL0003211616001

Kates & Barlow, PC

Name: Kates & Barlow, PC — Kates & Barlow, PC 401(k), Form 5500 (2025)
Creator: Kates & Barlow, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kates & Barlow, PC 401(k) Profit Sharing Plan

401(k) retirement plan · Kates & Barlow, PC's Kates & Barlow, PC 401(k) Profit Sharing Plan held $2.2M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Kates & Barlow, PC's EIN is 27-0261952.

EIN 27-0261952

Plan number 001

Plan year 2025

ACK ID 20260303082635NAL0003211616001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kates & Barlow, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kates & Barlow, PC'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 KATES & BARLOW, PC.

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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