How big is Barnes Young Wealth Management's plan?

Barnes Young Wealth Management's plan reported $910K in assets and 15 participants for 2024.

Original filing (PDF)20251003143357NAL0000913475001

Barnes Young Wealth Management

Name: Barnes Young Wealth Management — Barnes Young 401(k), Form 5500 (2024)
Creator: Barnes Young Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barnes Young 401(k) Retirement Savings Plan

401(k) retirement plan · Barnes Young Wealth Management's Barnes Young 401(k) Retirement Savings Plan held $910K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$910K

Net assets (EOY)

$910K

People on this filing

Caitlyn Cdebaca signed Barnes Young Wealth Management's 2024 Form 5500 as plan administrator.

Caitlyn Cdebaca — 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

Barnes Young Wealth Management's EIN is 47-5341574.

EIN 47-5341574

Plan number 001

Plan year 2024

ACK ID 20251003143357NAL0000913475001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

BARNES YOUNG WEALTH MANAGEMENT

EIN

all filings

Address

140 WHITTINGTON PARKWAY · LOUISVILLE, KY · 40222

Phone

(502) 329-2112

Industry

Finance & Insurance

Plan administrator