Alexis S Barrett
Senior Advisor
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $1.1 M - $2.5 M
Salary
  • salary
    $176 K

Financial Disclosure Details - OGE Form 278e (04/25/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Boston, Massachusetts
Associate Vice President
10/2021
2
Washington, District of Columbia
Navigator (volunteer)
2/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Jobs for the Future
Gross pay
$134,975
2
Roth IRA:
2.1
Vanguard Target Retirement 2045 Fund Investor Class Shares (VTIVX)
$50,001 - $100,000
None (or less than $201)
3
Jobs for the Future, 403(b) plan:
3.1
TIAA-CREF Lifecycle 2045 Fund
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Boston, Massachusetts
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
1/2016

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Modern Technology Solutions, Inc. (Defense contracting)
salary and bonus
2
Rollover IRA:
2.1
Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX)
$15,001 - $50,000
None (or less than $201)
3
Raytheon, defined benefit plan (value not readily ascertainable)
None (or less than $201)
4
Modern Technology Solutions, Inc., ESOP account
$250,001 - $500,000
None (or less than $201)
5
Roth IRA:
5.1
Vanguard Target Retirement 2040 Fund Investor Class Shares (VFORX)
$100,001 - $250,000
None (or less than $201)
6
Modern Technology Solutions, Inc., 401(k) plan:
6.1
Principal LifeTime Hybrid 2040 CIT
$500,001 - $1,000,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. credit union #1 (cash)
$50,001 - $100,000
Interest
$201 - $1,000
2
U.S. savings bonds
$1,001 - $15,000
None (or less than $201)
3
DC College Savings Plan
3.1
DC College Savings 2031 Portfolio
$15,001 - $50,000
None (or less than $201)
3.2
DC College Savings 2034 Portfolio
$15,001 - $50,000
None (or less than $201)
3.3
DC College Savings 2031 Portfolio
$15,001 - $50,000
None (or less than $201)
3.4
DC College Savings 2034 Portfolio
$15,001 - $50,000
None (or less than $201)
4
U.S. bank #1 (cash)
$1,001 - $15,000
None (or less than $201)
5
U.S. savings bonds
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
American Express
$15,001 - $50,000
2021
Revolving

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
Nothing reported in this section

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