Barri Financial Group, Llc 401(k) Plan: Login, Facts & Contact Information
Barri Financial Group, Llc 401(k) Login
87 former Barri Financial Group, Llc employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Barri Financial Group, Llc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.38 million went into the plan in contributions, $500,509 of it from the employer (36%).
- $685,699 was paid out to participants.
- Investment and other income added $937,803.
- Administrative expenses were $18,439, about $52 per account.
How the Barri Financial Group, Llc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 733 | $529,456 | $206,641 | $17,489 |
| 2020 | 816 | $1.43 million | $305,340 | $110,135 |
| 2021 | 1,032 | $2.30 million | $290,390 | $123,117 |
| 2022 | 694 | $2.36 million | $309,077 | $273,166 |
| 2023 | 702 | $7.82 million | $354,197 | $669,149 |
| 2024 | 1,422 | $9.39 million | $500,509 | $685,699 |
Barri Financial Group, Llc 401(k) Contact Information
Questions about the Barri Financial Group, Llc 401(k)
Does Barri Financial Group, Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $500,509, 36% of all contributions.
Does the Barri Financial Group, Llc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Barri Financial Group, Llc 401(k) plan?
1,422 participants at the start of plan year 2024, 1,313 of them active employees, and 87 former employees who still had money in the plan.
What is the average 401(k) balance at Barri Financial Group, Llc?
About $26,516 per account: $9.39 million in plan assets across 354 accounts with a balance at the end of plan year 2024.
Who manages the Barri Financial Group, Llc 401(k) accounts?
BOK Financial (listed on the filing as BOKF, NA) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Barri Financial Group, Llc. How do I access my 401(k)?
Your account stays with BOK Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.