How big is Barnstone Advisors, LLC's plan?

Barnstone Advisors, LLC's plan reported $962K in assets and 3 participants for 2024.

Original filing (PDF)20250708085950NAL0006678304001

Barnstone Advisors, LLC

Name: Barnstone Advisors, LLC — Barnstone Advisors, LLC, Form 5500 (2024)
Creator: Barnstone Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barnstone Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Barnstone Advisors, LLC's Barnstone Advisors, LLC 401(k) Profit Sharing Plan held $962K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$962K

Net assets (EOY)

$962K

Plan identifiers

Barnstone Advisors, LLC's EIN is 27-4860561.

EIN 27-4860561

Plan number 001

Plan year 2024

ACK ID 20250708085950NAL0006678304001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barnstone Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barnstone Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARNSTONE ADVISORS, LLC.

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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