Barrett Technology LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Barrett Technology LLC
  • Sponsor EIN: 475599669
  • Sponsor Address: 320 NEVADA STREET, NEWTON, MA, 02460
  • Plan Type: 401(k)
  • Total Participants: 17
  • Total Assets: $1.4M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202417$1.4M$0$203,041
202322$1.1M$0$189,929
202221$759,313$0$118,551

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