Original filing (PDF)20251003143357NAL0000913475001

BARNES YOUNG WEALTH MANAGEMENT

Name: BARNES YOUNG WEALTH MANAGEMENT — BARNES YOUNG 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: BARNES YOUNG WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

BARNES YOUNG 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$910K

Net assets (EOY)

$910K

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).

Decision-maker contacts

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

Plan sponsor

Name

BARNES YOUNG WEALTH MANAGEMENT

EIN

47-5341574all filings

Address

140 WHITTINGTON PARKWAY · LOUISVILLE, KY · 40222

Phone

(502) 329-2112

Industry