Original filing (PDF)20260714234301NAL0003103810001

Barfield & Associates, PC DBA AS Barfield Wealth Management

Name: Barfield & Associates, PC DBA AS Barfield Wealth Management — Form 5500 Plan 001 (2025)
Creator: Barfield & Associates, PC DBA AS Barfield Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BWM Retirement Savings Plan

401(k) retirement plan · Barfield & Associates, PC DBA AS Barfield Wealth Management's BWM Retirement Savings Plan held $622K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$622K

Net assets (EOY)

$622K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARFIELD & ASSOCIATES, PC DBA AS BARFIELD WEALTH MANAGEMENT.

Plan sponsor

Name

BARFIELD & ASSOCIATES, PC DBA AS BARFIELD WEALTH MANAGEMENT

EIN

64-0922777all filings

Address

1300 ACCESS ROAD SUITE 200 · OXFORD, MS · 38655

Phone

(662) 236-6454

Industry

CPA Offices· Professional & Technical Services

Plan administrator