Alejandro Csitkovits signed Barri Financial Group, LLC (DBA Dolfintech)'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Barri Financial Group, LLC (DBA Dolfintech)'s EIN is 27-3743621.
Download the official 2024 Form 5500 (PDF) for Barri Financial Group, LLC (DBA Dolfintech) from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Barri Financial Group, LLC (DBA Dolfintech)'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOKF, NA | — | TULSA, OK | TRUSTEE | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.3M | 87.9% | |
| [Assets held in participant loans] | Other | — | — | $414K | 4.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $114K | 1.2% |
