How big is Barrett & Gilman's plan?

Barrett & Gilman's plan reported $3.5M in assets and 2 participants for 2024.

Original filing (PDF)20251011204918NAL0008655377001

Barrett & Gilman

Name: Barrett & Gilman — Barrett & Gilman 401(k) Profit, Form 5500 (2024)
Creator: Barrett & Gilman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Barrett & Gilman 401(k) Profit Sharing Plan

401(k) retirement plan · Barrett & Gilman's Barrett & Gilman 401(k) Profit Sharing Plan held $3.5M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Thomas L. Gilman signed Barrett & Gilman's 2024 Form 5500 as plan administrator.

Thomas L. Gilman — 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

Barrett & Gilman's EIN is 91-1362616.

EIN 91-1362616

Plan number 001

Plan year 2024

ACK ID 20251011204918NAL0008655377001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Barrett & Gilman from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Barrett & Gilman'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 BARRETT & GILMAN.

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

BARRETT & GILMAN

EIN

all filings

Address

66 S, HANFORD ST. SUITE 300 · SEATTLE, WA · 98134

Phone

(206) 464-1900

Industry

Law Offices· Professional & Technical Services

Plan administrator