# Barclays Services Corporation DB Plan
Source: https://planprovider.pro/companies/barclays-services-corporation-plan-001

> Barclays Services Corporation's DB plan: 339 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Barclays Services Corporation

- **Sponsor EIN:** 133714398

- **Sponsor Address:** 745 SEVENTH AVENUE, 18TH FLOOR, NEW YORK, NY, 10019

- **Plan Type:** DB

- **Total Participants:** 339

- **Total Assets:** $505.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|339|$505.6M|$0|$0|

| 2023|370|$536.0M|$0|$0|

| 2022|410|$520.0M|$0|$0|

## 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|

| WILLIS TOWERS WATSON US LLC|NONE|$630,129|—|$630,129|

| WILLIS TOWERS WATSON INVESTMENT SER|NONE|$238,797|—|$238,797|

| BLACKROCK INSTITUTIONAL TRUST CO|NONE|$186,120|—|$186,120|

| ORICK, HERRINGTON, & SUTCLIFFE LLP|NONE|$128,401|—|$128,401|

| KPMG|NONE|$78,750|—|$78,750|

| STATE STREET BANK AND TRUST CO|CUSTODIAN|$42,032|—|$42,032|

### Verified Provider Profiles

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

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [KPMG](https://planprovider.pro/provider/kpmg-llp) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,304,229

- **Estimated Expense Ratio:** 0.258% 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|$1,628,798|$491,754|—|$78,750|—|

| 2023|$1,376,601|$375,727|—|$78,750|—|

| 2022|$1,429,856|$595,809|—|—|$469,626|

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