How big is Barrett Financial, Ltd.'s plan?

Barrett Financial, Ltd.'s plan reported $1.5M in assets and 2 participants for 2024.

Original filing (PDF)20251015084208NAL0005699840001

Barrett Financial, Ltd.

Name: Barrett Financial, Ltd. — Barrett Financial, Ltd., Form 5500 (2024)
Creator: Barrett Financial, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barrett Financial, Ltd. 401(k) Plan

401(k) retirement plan · Barrett Financial, Ltd.'s Barrett Financial, Ltd. 401(k) Plan held $1.5M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Barrett Financial, Ltd.'s EIN is 43-2072965.

EIN 43-2072965

Plan number 001

Plan year 2024

ACK ID 20251015084208NAL0005699840001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barrett Financial, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barrett Financial, Ltd.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARRETT FINANCIAL, LTD..

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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