How big is The Barter Foundation, Incorporated's plan?

The Barter Foundation, Incorporated's plan reported $939K in assets and 37 participants for 2024.

Original filing (PDF)20250529092306NAL0004752419001

The Barter Foundation, Incorporated

Name: The Barter Foundation, Incorporated — The Barter, Form 5500 (2024)
Creator: The Barter Foundation, Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Barter Foundation, Incorporated 401(k) Plan

401(k) retirement plan · The Barter Foundation, Incorporated's The Barter Foundation, Incorporated 401(k) Plan held $939K in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$939K

Net assets (EOY)

$939K

People on this filing

Sharryl Jennell signed The Barter Foundation, Incorporated's 2024 Form 5500 as plan administrator.

Sharryl Jennell — 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

The Barter Foundation, Incorporated's EIN is 54-6000120.

EIN 54-6000120

Plan number 001

Plan year 2024

ACK ID 20250529092306NAL0004752419001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Barter Foundation, Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Barter Foundation, Incorporated's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BARTER FOUNDATION, INCORPORATED.

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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