How big is Barrilleaux Wealth Management in's plan?

Barrilleaux Wealth Management in's plan reported $643K in assets and 1 participants for 2024.

Original filing (PDF)20250613051149NAL0015421475001

Barrilleaux Wealth Management in

Name: Barrilleaux Wealth Management in — Barrilleaux, Form 5500 (2024)
Creator: Barrilleaux Wealth Management in
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barrilleaux Wealth Management Inc.

401(k) retirement plan · Barrilleaux Wealth Management in's Barrilleaux Wealth Management Inc. held $643K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$643K

Net assets (EOY)

$643K

People on this filing

Steve Barrilleaux signed Barrilleaux Wealth Management in's 2024 Form 5500 as plan administrator.

Steve Barrilleaux — 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

Barrilleaux Wealth Management in's EIN is 45-5349043.

EIN 45-5349043

Plan number 001

Plan year 2024

ACK ID 20250613051149NAL0015421475001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barrilleaux Wealth Management in from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barrilleaux Wealth Management in's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARRILLEAUX WEALTH MANAGEMENT IN.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

BARRILLEAUX WEALTH MANAGEMENT IN

EIN

all filings

Address

2998 DOUGLAS BOULEVARD · SUITE 320 · ROSEVILLE, CA · 95661

Phone

(916) 367-0235

Industry

Finance & Insurance

Plan administrator