# Barrett Financial Group, L.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/barrett-financial-group-l-l-c-401k-plan

> Barrett Financial Group, L.L.C.'s 401(k) plan: 883 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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

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