Barfield, Inc.'s EIN is 59-0556588.
Download the official 2024 Form 5500 (PDF) for Barfield, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Barfield, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $74K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| UBS FINANCIAL SERVICES, INC | 13-2638166 | — | INVESTMENT ADVISOR | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | 27-0293282 | — | THIRD PARTY ADMINISTRATO | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSURANCE DIMENSIONS | — | TAMPA, FL | AUDITOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $4.7M | 23.5% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $3.6M | 18.2% | |
| SAGIC DIVERSIFIED BOND II | Other securities | — | — | $2.8M | 14.2% | |
| ISHARES S&P 500 INDEX K | Common Collective Trusts | — | — | $1.3M | 6.5% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1.2M | 6.0% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $943K | 4.7% | |
| AMERICAN CENTURY ULTRA R6 | Other securities | — | — | $891K | 4.5% | |
| JPMORGAN US EQUITY R6 | Other securities | — | — | $662K | 3.3% | |
| Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $492K | 2.5% | |
| MASSMUTUAL INF-PROT AND INC I | Common Stocks | — | — | $295K | 1.5% | |
| ISHARES RUSSELL MID-CAP INDEX K | Other securities | — | — | $294K | 1.5% | |
| ISHARES RUSSELL 2000 SMALL-CAP INDEX K | Common Collective Trusts | — | — | $267K | 1.3% | |
| COHEN & STEERS REAL ESTATE SECURITIES Z | Other securities | — | — | $266K | 1.3% | |
| VANGUARD LIFESTRATEGY GROWTH INV | Mutual Funds | — | — | $266K | 1.3% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $245K | 1.2% | |
| JPMORGAN MID CAP GROWTH R6 | Other securities | — | — | $233K | 1.2% | |
| AMERICAN FUNDS SMALLCAP WORLD R6 | Mutual Funds | — | — | $193K | 1.0% | |
| MFS INTERNATIONAL GROWTH R6 | Mutual Funds | — | — | $188K | 0.9% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $112K | 0.6% | |
| ISHARES U.S. AGGREGATE BOND INDEX K | Other securities | — | — | $101K | 0.5% | |
| AMERICAN CENTURY SMALL CAP GROWTH R6 | Other securities | — | — | $98K | 0.5% | |
| ISHARES MSCI TOTAL INTERNATIONAL INDEX K | Other securities | — | — | $97K | 0.5% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $96K | 0.5% | |
| VANGUARD LIFESTRATEGY MODERATE GROWTH | Mutual Funds | — | — | $91K | 0.5% | |
| COLUMBIA SMALL CAP VALUE I INSTL 3 | Other securities | — | — | $89K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $79K | 0.4% | |
| BLACKROCK MID-CAP VALUE CLASS K | Other securities | — | — | $60K | 0.3% | |
| PGIM TOTAL RETURN BOND R6 | Other securities | — | — | $45K | 0.2% | |
| AMERICAN FUNDS NEW PERSPECTIVE R6 | Mutual Funds | — | — | $37K | 0.2% | |
| INVESCO GOLD & SPECIAL MINERALS R6 | Mutual Funds | — | — | $30K | 0.1% | |
| MassMutual US Government Mny Mkt Fd | Other securities | — | — | $26K | 0.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $25K | 0.1% | |
| VANGUARD WINDSOR ADM | Mutual Funds | — | — | $23K | 0.1% | |
| LORD ABBETT BOND DEBENTURE R6 | U.S. Treasuries | — | — | $20K | 0.1% | |
| VANGUARD LIFESTRATEGY INCOME INV | Mutual Funds | — | — | $20K | <0.1% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 | Mutual Funds | — | — | $11K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $11K | <0.1% | |
| INDEXSELECT CONSERVATIVE RET FUND C GREAT GRAY · EIN 81-4499160 / PN 310 | Common Collective Trust | — | — | $10K | <0.1% | |
| VANGUARD INTERNATIONAL GROWTH FUND INV | Mutual Funds | — | — | $6K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $393 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT CONSERVATIVE 2025 FUND GREAT GRAY · EIN 81-4509619 / PN 311 | Common Collective Trust | — | — | $0 | <0.1% |
