How big is Collins Brown Barkett, Chartered's plan?

Collins Brown Barkett, Chartered's plan reported $4.3M in assets and 26 participants for 2025.

Original filing (PDF)20260305094526NAL0002514227001

Collins Brown Barkett, Chartered

Name: Collins Brown Barkett, Chartered — Collins Brown, Form 5500 (2025)
Creator: Collins Brown Barkett, Chartered
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collins Brown Barkett, Chartered 401(k) Savings Plan

401(k) retirement plan · Collins Brown Barkett, Chartered's Collins Brown Barkett, Chartered 401(k) Savings Plan held $4.3M in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Collins Brown Barkett, Chartered's EIN is 59-1795861.

EIN 59-1795861

Plan number 001

Plan year 2025

ACK ID 20260305094526NAL0002514227001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Collins Brown Barkett, Chartered from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Collins Brown Barkett, Chartered's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLLINS BROWN BARKETT, 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