Original filing (PDF)20250508164834NAL0012521697002

BARNARD & ASSOCIATES RETIREMENT PLAN SPECIALISTS LLC

Name: BARNARD & ASSOCIATES RETIREMENT PLAN SPECIALISTS LLC — BARNARD & ASSOCIATES PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: BARNARD & ASSOCIATES RETIREMENT PLAN SPECIALISTS LLC

Form 5500-SF

FILING_RECEIVED

BARNARD & ASSOCIATES PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$495K

Net assets (EOY)

$495K

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 (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARNARD & ASSOCIATES RETIREMENT PLAN SPECIALISTS LLC.

Plan sponsor

Name

BARNARD & ASSOCIATES RETIREMENT PLAN SPECIALISTS LLC

EIN

45-5464993

Address

P. O. BOX 12 · CANTONMENT, FL · 32533

Phone

(850) 587-6026

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator