# Barkan Management Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/barkan-management-company-inc-401k-plan

> Barkan Management Company, INC.'s 401(k) plan: 671 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Barkan Management Company, INC.

- **Sponsor EIN:** 042724804

- **Sponsor Address:** 7 WELLS AVE, NEWTON, MA, 02459

- **Plan Type:** 401(k)

- **Total Participants:** 671

- **Total Assets:** $43.3M

## 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|671|$43.3M|$1.5M|$2.9M|

| 2023|584|$40.7M|$1.2M|$3.0M|

| 2022|619|$34.5M|$1.2M|$2.6M|

## 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|

| MML INVESTOR SERVICES LLC|ADVISOR|—|$47,658|$47,658|

| COHNREZNICK|ACCOUNTANT/AUDITOR|$26,904|—|$26,904|

| NOVOGRADAC & COMPANY LLP|ACCOUNTANT/AUDITOR|$19,950|—|$19,950|

### Verified Provider Profiles

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

- [COHNREZNICK](https://planprovider.pro/provider/goldman-sachs) — ACCOUNTANT/AUDITOR

- [NOVOGRADAC & COMPANY LLP](https://planprovider.pro/provider/novogradac-and-company-llp) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $94,512

- **Estimated Expense Ratio:** 0.218% 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|$33,879|—|—|—|—|

| 2023|-$13,383|—|$1,200|—|—|

| 2022|$14,379|—|—|—|—|

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