How big is Barber & Bartz, P.C.'s plan?

Barber & Bartz, P.C.'s plan reported $7.4M in assets and 32 participants for 2024.

Original filing (PDF)20250923162500NAL0015308434001

Barber & Bartz, P.C.

Name: Barber & Bartz, P.C. — Barber & Bartz 401(k), Form 5500 (2024)
Creator: Barber & Bartz, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barber & Bartz 401(k) Retirement Savings Plan

401(k) retirement plan · Barber & Bartz, P.C.'s Barber & Bartz 401(k) Retirement Savings Plan held $7.4M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

People on this filing

Janet GERE signed Barber & Bartz, P.C.'s 2024 Form 5500 as plan administrator.

Janet GERE — 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

Barber & Bartz, P.C.'s EIN is 73-1311557.

EIN 73-1311557

Plan number 001

Plan year 2024

ACK ID 20250923162500NAL0015308434001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barber & Bartz, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barber & Bartz, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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