Plan Snapshot
- Plan Sponsor: Barclays Services Corporation
- Sponsor EIN: 133714398
- Sponsor Address: 745 SEVENTH AVE. 18TH FLOOR, NEW YORK, NY, 10019
- Plan Type: 401(k)
- Total Participants: 11,498
- Total Assets: $3.6B
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 | 11,498 | $3.6B | $100.4M | $157.8M |
| 2023 | 12,572 | $3.1B | $99.4M | $154.8M |
| 2022 | 11,437 | $2.5B | $85.3M | $131.9M |
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 |
|---|---|---|---|---|
| KPMG, LLP | Auditor | $78,750 | — | $78,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,750
- Estimated Expense Ratio: 0.002% 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 | $1,316,979 | $170,062 | — | $78,750 | — |
| 2023 | $1,344,636 | $208,635 | $7,500 | $75,000 | — |
| 2022 | $1,175,187 | $392,148 | $783,039 | — | — |