Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
BARCHART COM
EIN 36-4504095financial servicesLatest filing 2025
Plans
2
Retirement
2
$36.2M assets
Welfare
0
Participants
172
222 S RIVERSIDE PLZ STE 810 - CHICAGO, IL 606065901312-506-8701barchart.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $36.2M assets / 172 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BARCHART COM 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$19.9M
Participants87
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BARCHART COM 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$16.3M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BARCHART COM 401(K) PROFIT SHARING PLAN & TRUST | 401k | $19.9M | 87 | 2025 | |
| 001 | BARCHART COM 401(K) PROFIT SHARING PLAN & TRUST | 401k | $16.3M | 85 | 2024 |
Retirement plans