Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$19.9M
- PLAN & TRUST (#001)$16.3M
Filings through .
Barchart Com
EIN 36-4504095financial servicesLatest filing 2025
Plans
2
Retirement
2
$36.2M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
BARCHART COM 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$19.9M
Participants87
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
BARCHART COM 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$16.3M
Participants85
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | BARCHART COM 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $19.9M | 87 | 2025 |
| #001 | BARCHART COM 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $16.3M | 85 | 2024 |
- #002 · 401(k) · 202587
- #001 · 401(k) · 202485
Retirement plans