Sponsor portfolio
BARRETT PLANNING GROUP, INC.
EIN 82-3040168Finance and InsuranceLatest filing 2024
Plans
1
Retirement
1
$990K assets
Welfare
0
Participants
2
4500 PARK GRANADA BLVD, SUITE 202 - CALABASAS, CA 91302747-263-0882
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BARRETT PLANNING GROUP, INC. 401(K) PLAN | 401k | $990K | 2 | 2024 |
Retirement plans