· 2022–2024 · DOL EFAST2

BARNES ASSET MANAGEMENT GROUP — BARNES ASSET MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20240405114932NAL0009519555001

BARNES ASSET MANAGEMENT GROUP

Form 5500-SF

FILING_RECEIVED

BARNES ASSET MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

5

Accounts w/ balance

3

Plan assets (EOY)

$332K

Net assets (EOY)

$332K

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

67

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BARNES ASSET MANAGEMENT GROUP

EIN

81-2074257

Address

5728 LBJ FREEWAY, SUITE 260 · DALLAS, TX · 75240

Phone

(214) 448-2649

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-04-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Management of Companies / Holdings plans

LUFFY HOLDINGS INC.

LUFFY HOLDINGS, INC. 401(K) PLAN

$332K · 6 participants

TOTAL WAREHOUSING, LLC

TOTAL WAREHOUSING, LLC 401(K) P/S PLAN

$331K · 25 participants

CBC COMPANIES, INC.

CBC COMPANIES, INC. HEALTH & WELFARE PLAN

$331K · 518 participants

RUBY PEAK, INC.

RUBY PEAK, INC. 401(K) PLAN

$334K · 4 participants

BRACE PHARMACEUTICALS, INC.

BRACE PHARMACEUTICALS, INC. 401(K) PLAN