How big is Barrett Planning Group, Inc.'s plan?

Barrett Planning Group, Inc.'s plan reported $990K in assets and 2 participants for 2024.

Original filing (PDF)20250724200432NAL0003014003001

Barrett Planning Group, Inc.

Name: Barrett Planning Group, Inc. — Barrett Planning, Form 5500 (2024)
Creator: Barrett Planning Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barrett Planning Group, Inc. 401(k) Plan

401(k) retirement plan · Barrett Planning Group, Inc.'s Barrett Planning Group, Inc. 401(k) Plan held $990K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$990K

Net assets (EOY)

$988K

Plan identifiers

Barrett Planning Group, Inc.'s EIN is 82-3040168.

EIN 82-3040168

Plan number 001

Plan year 2024

ACK ID 20250724200432NAL0003014003001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barrett Planning Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barrett Planning Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

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