How big is Barrett Values Centre, LLC's plan?

Barrett Values Centre, LLC's plan reported $2.0M in assets and 11 participants for 2024.

Original filing (PDF)20250717141921NAL0000226163001

Barrett Values Centre, LLC

Name: Barrett Values Centre, LLC — Barrett Values Centre, Form 5500 (2024)
Creator: Barrett Values Centre, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barrett Values Centre 401(k) Plan

401(k) retirement plan · Barrett Values Centre, LLC's Barrett Values Centre 401(k) Plan held $2.0M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Marcus Bowie signed Barrett Values Centre, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Values Centre, LLC's EIN is 54-1880263.

EIN 54-1880263

Plan number 001

Plan year 2024

ACK ID 20250717141921NAL0000226163001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barrett Values Centre, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barrett Values Centre, LLC'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 VALUES CENTRE, LLC.

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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