Plan Snapshot
- Plan Sponsor: Barcoding, INC.
- Sponsor EIN: 522123383
- Sponsor Address: 3840 BANK STREET, BALTIMORE, MD, 21224
- Plan Type: 401(k)
- Total Participants: 297
- Total Assets: $12.5M
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 | 297 | $12.5M | $0 | $1.1M |
| 2023 | 137 | $8.4M | $0 | $1.1M |
| 2022 | 149 | $6.8M | $9,526 | $795,873 |
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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | RECORDKEEPER | $23,654 | — | $23,654 |
| MML INVESTORS SERVICES LLC | INVESTMENT ADVISOR | $12,913 | — | $12,913 |
| ROSEN, SAPPERSTEIN & FRIEDLANDE | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,567
- Estimated Expense Ratio: 0.294% 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 | $40,389 | $16,735 | — | — | — |
| 2023 | $33,708 | $14,275 | — | — | — |
| 2022 | $32,562 | — | $32,562 | — | — |