Original filing (PDF)20250826171118NAL0015378240001

BARRETT FOUNDATION INC.

Name: BARRETT FOUNDATION INC. — BARRETT FOUNDATION INC. 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: BARRETT FOUNDATION INC.

Form 5500-SF

FILING_RECEIVED

BARRETT FOUNDATION INC. 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$149K

Net assets (EOY)

$149K

Plan health score

Above-average plan

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARRETT FOUNDATION INC..

Plan sponsor

Name

BARRETT FOUNDATION INC.

EIN

85-0336208

Address

10300 CONSTITUTION AVE NE · ALBUQUERQUE, NM · 87112

Phone

(505) 246-9244

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-26

Pension benefit codes

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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