How big is Barnes & Fersten's plan?

Barnes & Fersten's plan reported $40K in assets and 6 participants for 2023.

Original filing (PDF)20240506220332NAL0035196673084

Barnes & Fersten

Name: Barnes & Fersten — Barnes & Fersten 401(k) Plan, Form 5500 (2023)
Creator: Barnes & Fersten
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barnes & Fersten 401(k) Plan

401(k) retirement plan · Barnes & Fersten's Barnes & Fersten 401(k) Plan held $40K in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$40K

Net assets (EOY)

$40K

People on this filing

QIAN LIU signed Barnes & Fersten's 2023 Form 5500 as plan administrator.

QIAN LIU — 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 & Fersten's EIN is 88-4228944.

EIN 88-4228944

Plan number 001

Plan year 2023

ACK ID 20240506220332NAL0035196673084

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Barnes & Fersten from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Barnes & Fersten's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

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