Plan Snapshot
- Plan Sponsor: Barco, INC.
- Sponsor EIN: 582630126
- Sponsor Address: 3059 PREMIERE PARKWAY, DULUTH, GA, 30097
- Plan Type: 401(k)
- Total Participants: 350
- Total Assets: $98.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 350 | $98.3M | $1.6M | $4.1M |
| 2023 | 378 | $87.1M | $1.5M | $4.1M |
| 2022 | 371 | $74.0M | $1.5M | $3.9M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $124,896 | — | $124,896 |
| SAGEVIEW ADVISORY GROUP | Investment Advisor | $62,103 | — | $62,103 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- SAGEVIEW ADVISORY GROUP — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $186,999
- Estimated Expense Ratio: 0.190% 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 | $187,554 | $62,658 | — | — | — |
| 2023 | $280,361 | $63,157 | — | — | — |
| 2022 | $254,321 | $55,101 | — | — | $11,000 |