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  2. Barrett Trade & Finance Group

Filings through Oct 24, 2026.

Barrett Trade & Finance Group

EIN 36-4204598-financial services-Latest filing 2025
Plans
1
Retirement
1
$63K assets
Health & Benefits
0
Participants
5
10 S RIVERSIDE PLZ STE 1800 - CHICAGO, IL 606063728312-382-5000btfg.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$63K - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

BARRETT TRADE & FINANCE GROUP 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$63K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BARRETT TRADE & FINANCE GROUP 401(K) PROFIT SHARING PLAN & TRUST401(k)$63K52025
  • BARRETT TRADE & FINANCE GROUP 401(K) PROFIT SHARING PLAN & TRUST$63K
    #001 · 401(k) · 20255
Retirement plans
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