How big is Barnes Wealth Management, LLC's plan?

Barnes Wealth Management, LLC's plan reported $578K in assets and 2 participants for 2024.

Original filing (PDF)20250620091015NAL0002211555001

Barnes Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Barnes Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Barnes Wealth Management, LLC's Barnes Wealth Management, LLC 401(k) Plan held $578K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$578K

Net assets (EOY)

$578K

People on this filing

Lance Barnes signed Barnes Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Lance Barnes — 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

Barnes Wealth Management, LLC's EIN is 88-1774098.

EIN 88-1774098

Plan number 001

Plan year 2024

ACK ID 20250620091015NAL0002211555001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barnes Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barnes Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 BARNES WEALTH MANAGEMENT, 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