How big is The Jerry Barker Group, LLC's plan?

The Jerry Barker Group, LLC's plan reported $254K in assets and 3 participants for 2024.

Original filing (PDF)20251001124821NAL0017830995001

The Jerry Barker Group, LLC

Name: The Jerry Barker Group, LLC — The Jerry Barker, Form 5500 (2024)
Creator: The Jerry Barker Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Jerry Barker Group, LLC 401(k) P/S Plan

401(k) retirement plan · The Jerry Barker Group, LLC's The Jerry Barker Group, LLC 401(k) P/S Plan held $254K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$254K

Net assets (EOY)

$254K

People on this filing

Alyssa Mondo Barker signed The Jerry Barker Group, LLC's 2024 Form 5500 as plan administrator.

Alyssa Mondo Barker — 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

The Jerry Barker Group, LLC's EIN is 46-2931220.

EIN 46-2931220

Plan number 001

Plan year 2024

ACK ID 20251001124821NAL0017830995001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Jerry Barker Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Jerry Barker Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE JERRY BARKER GROUP, 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