Original filing (PDF)20250717114704NAL0000220241003

WHITTINGTON ASSOCIATES LLC DBA BARNES YOUNG WEALTH MANAGEMENT

Name: WHITTINGTON ASSOCIATES LLC DBA BARNES YOUNG WEALTH MANAGEMENT — BARNES YOUNG WEALTH MANAGEMENT CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: WHITTINGTON ASSOCIATES LLC DBA BARNES YOUNG WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

BARNES YOUNG WEALTH MANAGEMENT CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$28

Net assets (EOY)

$28

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

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

WHITTINGTON ASSOCIATES LLC DBA BARNES YOUNG WEALTH MANAGEMENT

EIN

47-5341574all filings

Address

140 WHITTINGTON PARKWAY · LOUISVILLE, KY · 40222

Phone

(502) 329-2112

Industry

Admin Support & Waste Mgmtsee all

Plan administrator