How big is Barlow Wealth Partners' plan?

Barlow Wealth Partners' plan reported $3.1M in assets and 6 participants for 2024.

Original filing (PDF)20250501143624NAL0003322993001

Barlow Wealth Partners

Name: Barlow Wealth Partners — Barlow Wealth Partners, Form 5500 (2024)
Creator: Barlow Wealth Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barlow Wealth Partners 401(k) Plan

401(k) retirement plan · Barlow Wealth Partners' Barlow Wealth Partners 401(k) Plan held $3.1M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Barlow Wealth Partners' EIN is 86-3791417.

EIN 86-3791417

Plan number 001

Plan year 2024

ACK ID 20250501143624NAL0003322993001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barlow Wealth Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barlow Wealth Partners' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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