How big is Jaime Barretta's plan?

Jaime Barretta's plan reported $892K in assets and 2 participants for 2024.

Original filing (PDF)20250721152246NAL0001666337001

Jaime Barretta

Name: Jaime Barretta — Barretta Welath Management Inc., Form 5500 (2024)
Creator: Jaime Barretta
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barretta Welath Management Inc. 401(k) Plan QRP

401(k) retirement plan · Jaime Barretta's Barretta Welath Management Inc. 401(k) Plan QRP held $892K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$892K

Net assets (EOY)

$892K

People on this filing

Jaime Barretta signed Jaime Barretta's 2024 Form 5500 as plan administrator.

Jaime Barretta — 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

Jaime Barretta's EIN is 47-4473495.

EIN 47-4473495

Plan number 001

Plan year 2024

ACK ID 20250721152246NAL0001666337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jaime Barretta from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jaime Barretta's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score