# Barasch & Mcgarry, PC Dba Barasch Mcgarry Salzman & Penson 401(k) Plan
Source: https://planprovider.pro/companies/barasch-mcgarry-p-c-dba-barasch-mcgarry-salzman-penson-401k-plan

> Barasch & Mcgarry, PC Dba Barasch Mcgarry Salzman & Penson's 401(k) plan: 206 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Barasch & Mcgarry, PC Dba Barasch Mcgarry Salzman & Penson

- **Sponsor EIN:** 133806401

- **Sponsor Address:** 11 PARK PLACE, NEW YORK, NY, 10007

- **Plan Type:** 401(k)

- **Total Participants:** 206

- **Total Assets:** $19.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|206|$19.3M|$1.7M|$1.1M|

| 2023|189|$15.7M|$1.5M|$898,493|

| 2022|160|$11.6M|$1.2M|$823,444|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$81,342|$77,456|—|—|—|

| 2023|$62,300|$62,300|—|—|—|

| 2022|$54,632|$54,632|—|—|—|

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