How big is Barrett Business Services, Inc.'s plan?

Barrett Business Services, Inc.'s plan reported $260.8M in assets and 51,743 participants for 2024.

Original filing (PDF)20251014120728NAL0002720801001

Barrett Business Services, Inc.

Name: Barrett Business Services, Inc. — Barrett Business, Form 5500 (2024)
Creator: Barrett Business Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Barrett Business Services, Inc. Retirement Savings Plan

401(k) retirement plan · Barrett Business Services, Inc.'s Barrett Business Services, Inc. Retirement Savings Plan held $260.8M in plan assets for 51,743 participants in 2024.

Signals · 2

Possibly inadequate fidelity bond28% in single holding

Active participants

51,743

Accounts w/ balance

8,669

Plan assets (EOY)

$260.8M

Net assets (EOY)

$260.8M

People on this filing

KIM Schenk signed Barrett Business Services, Inc.'s 2024 Form 5500 as plan administrator.

KIM Schenk — 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

Barrett Business Services, Inc.'s EIN is 52-0812977.

EIN 52-0812977

Plan number 001

Plan year 2024

ACK ID 20251014120728NAL0002720801001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barrett Business Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARRETT BUSINESS SERVICES, INC..

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How this plan invests

This plan

47 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
Total administrative cost in the bottom quartile of peers (16th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (4th percentile).

Plan sponsor

Name

BARRETT BUSINESS SERVICES, INC.

EIN

all filings

Address

8100 NE PARKWAY DR SUITE 200 · VANCOUVER, WA · 98662

Phone

(360) 828-0700

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

Service providers (Schedule C)

4 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MILLIMAN, INC.	91-0675641	—	NONE	$903K	—
MORGAN STANLEY SMITH BARNEY	26-4310632	—	NONE	$128K	—
CHARLES SCHWAB TRUST BANK	82-3967259	—	NONE	$29K	—
CHARLES SCHWAB & CO., INC.	94-1737782	—	NONE	$0	—

Investments

47 direct securities· $258.5M(99% of reported assets)

Mutual Funds

$208.2M

32 holdings

Other securities

$30.2M

12 holdings

Common Collective Trusts

$14.9M

1 holding

Bonds / Notes

$5.0M

1 holding

Common Stocks

$275K

1 holding

					% of plan
American Funds American Balanced Mutual Fund a	Mutual Funds	—	—	$72.2M	27.7%
American Funds 2035 Target Date Retirement Fund Mutual Fund a	Mutual Funds	—	—	$21.2M	8.1%
iShares S&P 500 Index Mutual Fund a	Common Collective Trusts	—	—	$14.9M	5.7%
American Funds 2045 Target Date Retirement Fund Mutual Fund a	Mutual Funds	—	—	$14.4M	5.5%
American Funds 2030 Target Date Retirement Fund Mutual Fund a	Mutual Funds	—	—	$14.1M	5.4%
American Funds 2040 Target Date Retirement Fund Mutual Fund a	Mutual Funds	—	—	$12.5M	4.8%
American Funds 2050 Target Date Retirement Fund Mutual Fund a	Mutual Funds	—	—	$9.9M	3.8%
Charles Schwab Interest-Bearing Cash Interest-Bearing Cash a	Mutual Funds	—	—	$8.4M	3.2%
Vanguard Growth Index Admiral Mutual Fund a	Mutual Funds	—	—	$7.4M	2.8%
American Funds 2025 Target Date Retirement Fund Mutual Fund a	Mutual Funds	—	—	$6.8M	2.6%
T. Rowe Price Institutional Large Cap Growth Mutual Fund a	Other securities	—	—	$6.7M	2.6%
BlackRock Mid Cap Growth Equity Institutional Mutual Fund a	Other securities	—	—	$5.2M	2.0%
Interest rates ranging from * Participant loans - 4.00% to 10.50%	Bonds / Notes	—	—	$5.0M	1.9%
American Funds 2060 Target Date Retirement Fund Mutual Fund a	Mutual Funds	—	—	$4.9M	1.9%
American Funds 2055 Target Date Retirement Fund Mutual Fund a	Mutual Funds	—	—	$4.5M	1.7%
Edgewood Growth Institutional Mutual Fund a	Other securities	—	—	$3.8M	1.5%
AMG Yacktman Mutual Fund a	Other securities	—	—	$3.0M	1.2%
Hood River Small Cap Growth Fund Mutual Fund a	Other securities	—	—	$2.9M	1.1%
Invesco Value Opportunities Fund Mutual Fund a	Mutual Funds	—	—	$2.9M	1.1%
American Funds American Mutual Fund a	Mutual Funds	—	—	$2.8M	1.1%
American Funds 2020 Target Date Retirement Fund Mutual Fund a	Mutual Funds	—	—	$2.5M	1.0%
Vanguard Value Index Admiral Mutual Fund a	Mutual Funds	—	—	$2.4M	0.9%
DoubleLine Total Return Bond Mutual Fund a	Other securities	—	—	$2.4M	0.9%
American Capital Income Builder Mutual Fund a	Other securities	—	—	$2.3M	0.9%
Vanguard Small Cap Value Index Admiral Mutual Fund a	Mutual Funds	—	—	$2.3M	0.9%
Federated Institutional High Yield Bond Mutual Fund a	Other securities	—	—	$2.3M	0.9%
Fidelity Growth Discovery Fund Mutual Fund a	Mutual Funds	—	—	$1.9M	0.7%
Vanguard Balanced Index Admiral Mutual Fund a	Mutual Funds	—	—	$1.8M	0.7%
Vanguard Mid Cap Index Admiral Mutual Fund a	Mutual Funds	—	—	$1.7M	0.7%
Invesco Oppenheimer Gold & Special Minerals Fund Mutual Fund a	Mutual Funds	—	—	$1.4M	0.6%
Vanguard Total Bond Market Index Admiral Mutual Fund a	Mutual Funds	—	—	$1.4M	0.6%
Vanguard Small Cap Growth Index Admiral Mutual Fund a	Mutual Funds	—	—	$1.4M	0.5%
DFA Real Estate Securities Mutual Fund a	Mutual Funds	—	—	$1.3M	0.5%
Vanguard Mid Cap Value Index Admiral Mutual Fund a	Mutual Funds	—	—	$1.3M	0.5%
Vanguard International Growth Admiral Mutual Fund a	Mutual Funds	—	—	$1.1M	0.4%
Vanguard Mid Cap Growth Index Admiral Mutual Fund a	Mutual Funds	—	—	$1.0M	0.4%
MFS International Diversification Mutual Fund a	Mutual Funds	—	—	$1.0M	0.4%
Vanguard Developed Markets Index Admiral Mutual Fund a	Mutual Funds	—	—	$976K	0.4%
American Funds 2010 Target Date Retirement Fund Mutual Fund a	Mutual Funds	—	—	$955K	0.4%
Vanguard International Value Fund Investor Shares Mutual Fund a	Mutual Funds	—	—	$788K	0.3%
Brandywine GLOBAL Corporate Credit Fund Mutual Fund a	Other securities	—	—	$574K	0.2%
MFS New Discovery Value Fund Mutual Fund a	Mutual Funds	—	—	$532K	0.2%
RBC Emerging Markets Equity Mutual Fund a	Other securities	—	—	$521K	0.2%
Thrivent Mid Cap Stock-I Mutual Fund a	Other securities	—	—	$335K	0.1%
Schwab Fundamental International Large Co. Index Mutual Fund a	Mutual Funds	—	—	$315K	0.1%
Barrett Business Services, Inc. Common Stock a	Common Stocks	—	—	$275K	0.1%
ClearBridge International Growth Fund Class Mutual Fund a	Other securities	—	—	$144K	<0.1%