· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BARRETT & GILMAN — BARRETT & GILMAN 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251011204918NAL0008655377001
BARRETT & GILMAN
Form 5500-SF
FILING_RECEIVED
BARRETT & GILMAN 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
4
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BARRETT & GILMAN
.
Find decision makers
Plan sponsor
Name
BARRETT & GILMAN
EIN
91-1362616
Address
66 S, HANFORD ST. SUITE 300 · SEATTLE, WA · 98134
Phone
(206) 464-1900
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2N · Code section 408 accounts and annuities
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
LEVIN, RIBACK LAW GROUP, P. C.
LEVIN, RIBACK LAW GROUP, P. C. 401(K) PLAN
$3.5M · 11 participants
LAW OFFICES OF JEFFREY NADEL
LAW OFFICES OF JEFFREY NADEL PENSION PLAN
$3.5M · 6 participants
GEORGE R. TUTTLE, APC
GEORGE R. TUTTLE, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
$3.5M · 9 participants
STOTLER HAYES GROUP, LLC
STOTLER HAYES GROUP, LLC 401(K) PLAN
$3.5M · 49 participants
LAW OFFICES MARCELLA A. BELL
LAW OFFICES MARCELLA A. BELL
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.5M · 12 participants
BYBEE & TIBBALS, LLC
BYBEE & TIBBALS, LLC PROFIT SHARING PLAN
$3.5M · 5 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
