Sponsor portfolio
BARNES PETTEY FINANCIAL ADVISORS, LLC
EIN 20-8167191financial servicesLatest filing 2024
Plans
1
Retirement
1
$2.5M assets
Welfare
0
Participants
8
P.O. BOX 2564 - OXFORD, MS 38655662-627-2225raymondjames.com/barnespetteyLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BARNES PETTEY FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN | 401k | $2.5M | 8 | 2024 |
Retirement plans