How big is BARR Group Mortgage's plan?

BARR Group Mortgage's plan reported $716K in assets and 11 participants for 2024.

Original filing (PDF)20251008170559NAL0006171793001

BARR Group Mortgage

Name: BARR Group Mortgage — BARR Group Mortgage 401(k), Form 5500 (2024)
Creator: BARR Group Mortgage
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BARR Group Mortgage 401(k) Plan

401(k) retirement plan · BARR Group Mortgage's BARR Group Mortgage 401(k) Plan held $716K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$716K

Net assets (EOY)

$696K

Plan identifiers

BARR Group Mortgage's EIN is 72-1375933.

EIN 72-1375933

Plan number 001

Plan year 2024

ACK ID 20251008170559NAL0006171793001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BARR Group Mortgage from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BARR Group Mortgage's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARR GROUP MORTGAGE.

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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