How big is COA Barrett, LLC's plan?

COA Barrett, LLC's plan reported $705K in assets and 39 participants for 2024.

Original filing (PDF)20250630132504NAL0011833457001

COA Barrett, LLC

Name: COA Barrett, LLC — COA Barrett LLC 401(k) Plan, Form 5500 (2024)
Creator: COA Barrett, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

COA Barrett LLC 401(k) Plan

401(k) retirement plan · COA Barrett, LLC's COA Barrett LLC 401(k) Plan held $705K in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$705K

Net assets (EOY)

$705K

Plan identifiers

COA Barrett, LLC's EIN is 92-1319099.

EIN 92-1319099

Plan number 001

Plan year 2024

ACK ID 20250630132504NAL0011833457001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COA BARRETT, 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

Knocking points off