# Barclay Damon LLP 401(k) Plan
Source: https://planprovider.pro/companies/barclay-damon-llp-401k-plan

> Barclay Damon LLP's 401(k) plan: 484 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bowers-and-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|

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