How big is Bar Invest Management Services, LLC's plan?

Bar Invest Management Services, LLC's plan reported $163K in assets and 7 participants for 2024.

Original filing (PDF)20250703082226NAL0000125219001

Bar Invest Management Services, LLC

Name: Bar Invest Management Services, LLC — Bar Invest, Form 5500 (2024)
Creator: Bar Invest Management Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bar Invest Management Services, LLC 401(k) Plan

401(k) retirement plan · Bar Invest Management Services, LLC's Bar Invest Management Services, LLC 401(k) Plan held $163K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$163K

Net assets (EOY)

$163K

People on this filing

Laetitia Barbera Jodin signed Bar Invest Management Services, LLC's 2024 Form 5500 as plan administrator.

Laetitia Barbera Jodin — 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

Bar Invest Management Services, LLC's EIN is 68-0575055.

EIN 68-0575055

Plan number 001

Plan year 2024

ACK ID 20250703082226NAL0000125219001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bar Invest Management Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bar Invest Management Services, LLC'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 BAR INVEST MANAGEMENT SERVICES, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

BAR INVEST MANAGEMENT SERVICES, LLC

EIN

all filings

Address

1200 PONCE DE LEON BLVD STE 1103 · CORAL GABLES, FL · 331343374

Phone

(305) 733-5998

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator