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  2. M J BARRETT & COMPANY, PLLC
Sponsor portfolio

M J BARRETT & COMPANY, PLLC

EIN 85-2873144-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
12
3900 NORTHWOODS DRIVE, SUITE 350 - ST. PAUL, MN 55112612-372-0093
Plans on this EIN
2 filings
#002CashBalance-$1.3M - 6 part#001401k-$404K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.7M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • & COMPANY PENSION (#002)76%
  • & COMPANY 401(K) (#001)24%
Total $1.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & COMPANY PENSION (#002)6
  • & COMPANY 401(K) (#001)6
Total 12Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

M J BARRETT & COMPANY PENSION PLAN

CashBalance

Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

M J BARRETT & COMPANY 401(K) PLAN

401k

Assets$404K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002M J BARRETT & COMPANY PENSION PLANCashBalance$1.3M62024
001M J BARRETT & COMPANY 401(K) PLAN401k$404K62024
Retirement plans
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