BARRI FINANCIAL GROUP 401(K) PLAN

At the end of 2022, the total retirement plan assets of BARRI FINANCIAL GROUP 401(K) PLAN is $2,364,881.This plan was established in 2019.

At the end of 2022, the total number of retirement plan participants in BARRI FINANCIAL GROUP 401(K) PLAN is 694

In 2022, the average participant retirement account value for BARRI FINANCIAL GROUP 401(K) PLAN is $3,407

In 2022, the estimated average employee contribution amount per participant for BARRI FINANCIAL GROUP 401(K) PLAN is $530

In 2022, the estimated average employer match for an employee in BARRI FINANCIAL GROUP 401(K) PLAN is approximately $445

In 2022, BARRI FINANCIAL GROUP 401(K) PLAN allocates $309,077 to match its employees’ contributions, providing an employer match rate of 67.56% of their contributions

In 2022, the total retirement plan asset growth rate of BARRI FINANCIAL GROUP 401(K) PLAN is 2.79%

In 2022, the estimated aggregate retirement account investment gain/loss for BARRI FINANCIAL GROUP 401(K) PLAN is -16.65%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of BARRI FINANCIAL GROUP 401(K) PLAN is 0.24%.

Enrollment Features

BARRI FINANCIAL GROUP 401(K) PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.