Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
BARNES TAX & ADVISORS SERVICES, LLC
EIN 45-5439667individual & family servicesLatest filing 2025
Plans
3
Retirement
2
$3.6M assets
Welfare
1
Participants
15
81 MILL STREET, SUITE 300 - GAHANNA, OH 43230614-416-7692LinkedIn1-10 employeesindividual & family services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.6M assets / 12 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
BARNES TAX & ADVISORS SERVICES, LLC 401K PLAN
401k
Assets$2.1M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
BARNES TAX & ADVISORS SERVICES, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
BARNES TAX AND ADVISORY SE SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BARNES TAX & ADVISORS SERVICES, LLC 401K PLAN | 401k | $2.1M | 6 | 2025 | |
| 003 | BARNES TAX & ADVISORS SERVICES, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.5M | 6 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BARNES TAX AND ADVISORY SE SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans