# Barbaricum 401(k) Plan
Source: https://planprovider.pro/companies/barbaricum-401k-plan

> Barbaricum's 401(k) plan: 175 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Barbaricum

- **Sponsor EIN:** 262986691

- **Sponsor Address:** 1714 N ST NW, WASHINGTON, DC, 20036

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

- **Total Participants:** 175

- **Total Assets:** $12.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|175|$12.4M|$639,227|$1.5M|

| 2023|209|$11.2M|$610,245|$1.5M|

| 2022|193|$8.6M|$884,288|$1.5M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$40,563|—|$40,563|

| CWM LLC|ADVISOR|$34,754|—|$34,754|

| APRIO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CWM LLC](https://planprovider.pro/provider/carson-wealth-management-group) — ADVISOR

- [APRIO LLP](https://planprovider.pro/provider/aprio-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $75,317

- **Estimated Expense Ratio:** 0.609% of plan assets

### 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|$75,317|$34,754|—|—|—|

| 2023|$62,222|$28,305|—|—|—|

| 2022|$56,996|—|—|—|—|

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