Plan Snapshot
- Plan Sponsor: Barrett Financial Group, L.L.C. (EIN 010628113)
- Plan Type: 401(k)
- Total Participants: 883
- Total Assets: $7.2M
- Sponsor State: AZ
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 883 | $7.2M | $274 | $1.4M |
| 2023 | 622 | $5.8M | $0 | $935,642 |
| 2022 | 394 | $3.8M | $0 | $1.0M |
Service Providers
- CWDL — Accountant / Independent Qualified Public Accountant