[ EIN: 01-0628113 | Plan No. 001 ]
Form 5500 filing classifies BARRETT FINANCIAL GROUP, L.L.C. 401K PLAN as a 401(k) plan, sponsored by BARRETT FINANCIAL GROUP, L.L.C.. The plan is a Large Plan with 642 participants and total assets of $5,849,718 reported for the 2023 plan year.
Plan Sponsor: BARRETT FINANCIAL GROUP, L.L.C.
Location: 275 E RIVULON BLVD, GILBERT, AZ 85297
EIN: 010628113
Plan Number: 001
Plan Year: 2023
Plan Size: Large Plan
Plan Entity Type: Defined Contribution
Plan Type: 401(k)
Participants: 642
Total Assets: $5,849,718
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