Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LINDSAY BARTON BARRETT, LLC
EIN 45-4925018real estateLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
11
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 11 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#001
LINDSAY BARRETT 401(K) PLAN
ProfitSharing
Assets$1.1M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
LINDSAY BARTON BARRETT CASH BALANCE PLAN
CashBalance
Assets$535K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LINDSAY BARRETT 401(K) PLAN | ProfitSharing | $1.1M | 5 | 2024 | |
| 003 | LINDSAY BARTON BARRETT CASH BALANCE PLAN | CashBalance | $535K | 6 | 2024 |
Retirement plans