Plan Snapshot
- Plan Sponsor: Barker Management, INC.
- Sponsor EIN: 330249019
- Sponsor Address: 1101 E. ORANGEWOOD AVE, ANAHEIM, CA, 92805
- Plan Type: 401(k)
- Total Participants: 193
- Total Assets: $6.9M
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 | 193 | $6.9M | $127,679 | $426,020 |
| 2023 | 211 | $6.6M | $145,855 | $423,713 |
| 2022 | 222 | $5.9M | $160,521 | $440,603 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $26,902 | — | $26,902 |
| RAYMOND JAMES FINANCIAL SERVICE | Investment Advisor | $16,967 | — | $16,967 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- RAYMOND JAMES FINANCIAL SERVICE — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,869
- Estimated Expense Ratio: 0.633% 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 | $43,870 | $16,967 | — | — | — |
| 2023 | $39,971 | $15,307 | — | — | — |
| 2022 | $39,683 | — | — | — | — |