How big is Barnowl Advisory Group, Inc.'s plan?

Barnowl Advisory Group, Inc.'s plan reported $324K in assets and 4 participants for 2024.

Original filing (PDF)20250522164514NAL0002866977001

Barnowl Advisory Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

Barnowl Advisory Group, Inc. 401(k) Plan

401(k) retirement plan · Barnowl Advisory Group, Inc.'s Barnowl Advisory Group, Inc. 401(k) Plan held $324K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$324K

Net assets (EOY)

$324K

Plan identifiers

Barnowl Advisory Group, Inc.'s EIN is 87-1511822.

EIN 87-1511822

Plan number 001

Plan year 2024

ACK ID 20250522164514NAL0002866977001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

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