How big is Barney Financial Services, LLC.'s plan?

Barney Financial Services, LLC.'s plan reported $411K in assets and 7 participants for 2024.

Original filing (PDF)20250609101233NAL0012201011001

Barney Financial Services, LLC.

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

Form 5500-SF

FILING_RECEIVED

Barney Financial Services, LLC. 401(k) Plan

401(k) retirement plan · Barney Financial Services, LLC.'s Barney Financial Services, LLC. 401(k) Plan held $411K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$411K

Net assets (EOY)

$411K

Plan identifiers

Barney Financial Services, LLC.'s EIN is 47-2305734.

EIN 47-2305734

Plan number 001

Plan year 2024

ACK ID 20250609101233NAL0012201011001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Barney Financial Services, LLC.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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