Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BARNETT & COMPANY, INC.
EIN 58-2684716program developmentLatest filing 2025
Plans
2
Retirement
2
$6.5M assets
Welfare
0
Participants
47
30212 TOMAS, #200 - RANCHO SANTA MARGARITA, CA 92688949-266-3040barnettx.comLinkedIn1-10 employeesprogram development
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.5M assets / 47 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
BARNETT & COMPANY, INC. CASH BALANCE PLAN
CashBalance
Assets$3.7M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BARNETT & COMPANY, INC 401(K) PROFIT SHARING PLAN
401k
Assets$2.8M
Participants30
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 | BARNETT & COMPANY, INC. CASH BALANCE PLAN | CashBalance | $3.7M | 17 | 2025 | |
| 001 | BARNETT & COMPANY, INC 401(K) PROFIT SHARING PLAN | 401k | $2.8M | 30 | 2025 |
Retirement plans