# Barrett Financial Group, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/barrett-financial-group-llc-010628113-501

> Barrett Financial Group, LLC's Health & Welfare plan: 382 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, LLC

- **Sponsor EIN:** 010628113

- **Sponsor Address:** 2314 S. VAL VISTA DRIVE, GILBERT, AZ, 85295

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 382

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|382|$0|$0|$0|

| 2023|317|$0|$0|$0|

| 2022|477|$0|$0|$0|

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