How big is Barcharts Publishing, Inc.'s plan?

Barcharts Publishing, Inc.'s plan reported $3.7M in assets and 26 participants for 2024.

Original filing (PDF)20250408135223NAL0010024867001

Barcharts Publishing, Inc.

Name: Barcharts Publishing, Inc. — Barcharts Publishing, Form 5500 (2024)
Creator: Barcharts Publishing, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barcharts Publishing, Inc. 401(k) Plan

401(k) retirement plan · Barcharts Publishing, Inc.'s Barcharts Publishing, Inc. 401(k) Plan held $3.7M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

LISA Braatz signed Barcharts Publishing, Inc.'s 2024 Form 5500 as plan administrator.

LISA Braatz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Barcharts Publishing, Inc.'s EIN is 65-0271447.

EIN 65-0271447

Plan number 001

Plan year 2024

ACK ID 20250408135223NAL0010024867001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barcharts Publishing, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barcharts Publishing, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARCHARTS PUBLISHING, INC..

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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