Back to filter
Original filing (PDF)20250512111524NAL0016802625001
E. S. BARR & COMPANY
Form 5500-SF
FILING_RECEIVED
E. S. BARR & COMPANY 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E. S. BARR & COMPANY.
Plan sponsor
Name
E. S. BARR & COMPANY
EIN
61-1225413
Address
P.O. BOX 22160 · LEXINGTON, KY · 40522
Phone
(859) 266-1578
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-12
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
KABOUTER HOLDINGS, INC.
KABOUTER HOLDINGS, INC. 401(K) PLAN & TRUST
$7.8M · 19 participants
SENTRY MANAGEMENT, INC.
SENTRY MANAGEMENT, INC. EMPLOYEES' PROFIT SHARING PLAN
$7.8M · 5 participants
MODERN WEALTH BUSINESS, LLC
MODERN WEALTH 401(K) PLAN
$7.8M · 144 participants
TRITIUM PARTNERS LLC
TRITIUM PARTNERS LLC 401K PLAN
$7.8M · 24 participants
LEBEL & HARRIMAN
LEBEL & HARRIMAN 401(K) SAVINGS PLAN
$7.8M · 19 participants
BUCKHEAD CAPITAL MANAGEMENT, LLC
BUCKHEAD CAPITAL MANAGEMENT 401(K) PLAN
$7.8M · 11 participants
Large plans in Kentucky
COMMONSPIRIT HEALTH
COMMONSPIRIT HEALTH 401(K) RETIREMENT SAVINGS PLAN
$8.8B · 91,977 participants
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
$7.7B · 42,968 participants
COMMONSPIRIT HEALTH
COMMONSPIRIT HEALTH ERISA 403(B) PLAN
$2.9B · 28,491 participants
UNITED PARCEL SERVICE COMPANY
UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN
$2.5B · 1,993 participants
HOUCHENS INDUSTRIES, INC.
HOUCHENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$2.3B · 7,785 participants
NORTON HEALTHCARE, INC.
NORTON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN
$2.3B · 22,952 participants