How big is Kelly Barber Group, LLC's plan?

Kelly Barber Group, LLC's plan reported $2.2M in assets and 6 participants for 2024.

Original filing (PDF)20250729111627NAL0001547651001

Kelly Barber Group, LLC

Name: Kelly Barber Group, LLC — The Barber Group, Form 5500 (2024)
Creator: Kelly Barber Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Barber Group Retirement Savings Plan

401(k) retirement plan · Kelly Barber Group, LLC's The Barber Group Retirement Savings Plan held $2.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Kelly Barber signed Kelly Barber Group, LLC's 2024 Form 5500 as plan administrator.

Kelly Barber — 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

Kelly Barber Group, LLC's EIN is 88-1354343.

EIN 88-1354343

Plan number 001

Plan year 2024

ACK ID 20250729111627NAL0001547651001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kelly Barber Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLY BARBER GROUP, LLC.

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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