How big is Barkley & Kennedy, Chartered's plan?

Barkley & Kennedy, Chartered's plan reported $2.5M in assets and 4 participants for 2024.

Original filing (PDF)20251013152140NAL0000758963001

Barkley & Kennedy, Chartered

Name: Barkley & Kennedy, Chartered — Barkley & Kennedy, Form 5500 (2024)
Creator: Barkley & Kennedy, Chartered
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barkley & Kennedy Chartered Profit Sharing Plan

401(k) retirement plan · Barkley & Kennedy, Chartered's Barkley & Kennedy Chartered Profit Sharing Plan held $2.5M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Barkley & Kennedy, Chartered's EIN is 52-1098208.

EIN 52-1098208

Plan number 001

Plan year 2024

ACK ID 20251013152140NAL0000758963001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barkley & Kennedy, Chartered from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barkley & Kennedy, Chartered's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARKLEY & KENNEDY, CHARTERED.

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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