How big is Cachcopa, LLC DBA Barrett Group's plan?

Cachcopa, LLC DBA Barrett Group's plan reported $1.4M in assets and 19 participants for 2023.

Original filing (PDF)20240630235939NAL0002505379001

Cachcopa, LLC DBA Barrett Group

Name: Cachcopa, LLC DBA Barrett Group — The Barrett Group, Form 5500 (2023)
Creator: Cachcopa, LLC DBA Barrett Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Barrett Group, LLC 401(k) Plan

401(k) retirement plan · Cachcopa, LLC DBA Barrett Group's The Barrett Group, LLC 401(k) Plan held $1.4M in plan assets for 19 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Marion Engelke signed Cachcopa, LLC DBA Barrett Group's 2023 Form 5500 as plan administrator.

Marion Engelke — 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

Cachcopa, LLC DBA Barrett Group's EIN is 82-4052415.

EIN 82-4052415

Plan number 001

Plan year 2023

ACK ID 20240630235939NAL0002505379001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Cachcopa, LLC DBA Barrett Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Cachcopa, LLC DBA Barrett Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CACHCOPA, LLC DBA BARRETT 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