How big is Barker Phillips Jackson, Inc.'s plan?

Barker Phillips Jackson, Inc.'s plan reported $2.8M in assets and 71 participants for 2024.

Original filing (PDF)20250226090301NAL0000862337001

Barker Phillips Jackson, Inc.

Name: Barker Phillips Jackson, Inc. — Barker Phillips, Form 5500 (2024)
Creator: Barker Phillips Jackson, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barker Phillips Jackson, Inc. Employees 401(k) Plan

401(k) retirement plan · Barker Phillips Jackson, Inc.'s Barker Phillips Jackson, Inc. Employees 401(k) Plan held $2.8M in plan assets for 71 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Thomas Montileone signed Barker Phillips Jackson, Inc.'s 2024 Form 5500 as plan administrator.

Thomas Montileone — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Barker Phillips Jackson, Inc.'s EIN is 43-0907174.

EIN 43-0907174

Plan number 002

Plan year 2024

ACK ID 20250226090301NAL0000862337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barker Phillips Jackson, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barker Phillips Jackson, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARKER PHILLIPS JACKSON, INC..

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Plan health score

Above-average plan

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

Knocking points off