Original filing (PDF)20250930081810NAL0028840450001

AUBREY & BARICHELLO TAX SERVICE, INC.

Name: AUBREY & BARICHELLO TAX SERVICE, INC. — AUBREY & BARICHELLO TAX SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: AUBREY & BARICHELLO TAX SERVICE, INC.

Form 5500-SF

FILING_RECEIVED

AUBREY & BARICHELLO TAX SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$505K

Net assets (EOY)

$505K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AUBREY & BARICHELLO TAX SERVICE, INC..

Plan sponsor

Name

AUBREY & BARICHELLO TAX SERVICE, INC.

EIN

27-3599923

Address

PO BOX 623 · LIVINGSTON, TX · 77351

Phone

(936) 967-4927

Industry

Professional & Technical Servicessee all

Plan administrator