Plan Snapshot
- Plan Sponsor: Barclay Damon LLP
- Sponsor EIN: 150339022
- Sponsor Address: BARCLAY DAMON TOWER, SYRACUSE, NY, 13202
- Plan Type: 401(k)
- Total Participants: 484
- Total Assets: $187.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 484 | $187.1M | $3.6M | $5.5M |
| 2023 | 467 | $165.4M | $3.2M | $4.9M |
| 2022 | 417 | $141.9M | $3.0M | $4.4M |
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 |
|---|---|---|---|---|
| FIDUCIENT ADVISORS | NONE | $37,500 | — | $37,500 |
| BOWERS & COMPANY CPAS PLLC | NONE | $23,750 | — | $23,750 |
| T ROWE PRICE RPS INC | NONE | $8,393 | — | $8,393 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOWERS & COMPANY CPAS PLLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $69,643
- Estimated Expense Ratio: 0.037% 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 | $58,143 | — | — | $23,750 | — |
| 2023 | $49,595 | — | — | — | — |
| 2022 | $48,624 | — | — | — | $40,750 |