How big is Barnes Wealth Management Group's plan?

Barnes Wealth Management Group's plan reported $286K in assets and 9 participants for 2025.

Original filing (PDF)20260507140601NAL0003226577001

Barnes Wealth Management Group

Name: Barnes Wealth Management Group — Barnes Wealth, Form 5500 (2025)
Creator: Barnes Wealth Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barnes Wealth Management Group 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Barnes Wealth Management Group's Barnes Wealth Management Group 401(k) Profit Sharing Plan & Trust held $286K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$286K

Net assets (EOY)

$286K

People on this filing

Edward Rojas signed Barnes Wealth Management Group's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Barnes Wealth Management Group's EIN is 80-0067281.

EIN 80-0067281

Plan number 001

Plan year 2025

ACK ID 20260507140601NAL0003226577001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Barnes Wealth Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Barnes Wealth Management Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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