Original filing (PDF)20251002152907NAL0000396323001

Locke Barkley Chapter 13 TTEE Northern District

Name: Locke Barkley Chapter 13 TTEE Northern District — Form 5500 Plan 001 (2024)
Creator: Locke Barkley Chapter 13 TTEE Northern District
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Locke D. Barkley, Chapter 13 Trustee 401(k) Retirement Plan

401(k) retirement plan · Locke Barkley Chapter 13 TTEE Northern District's Locke D. Barkley, Chapter 13 Trustee 401(k) Retirement Plan held $1.6M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Locke Barkley Chapter 13 TTEE Northern District's EIN is 64-0765534.

EIN 64-0765534

Plan number 001

Plan year 2024

ACK ID 20251002152907NAL0000396323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Locke Barkley Chapter 13 TTEE Northern District from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Locke Barkley Chapter 13 TTEE Northern District'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 LOCKE BARKLEY CHAPTER 13 TTEE NORTHERN DISTRICT.

Finding similar companies…

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