Plan Snapshot
- Plan Sponsor: Barley Snyder LLP
- Sponsor EIN: 231499543
- Sponsor Address: 126 EAST KING STREET, LANCASTER, PA, 176022893
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 308
- Total Assets: $66.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2025 | 308 | $66.4M | $0 | $0 |
| 2024 | 250 | $62.1M | $1.2M | $2.7M |
| 2023 | 259 | $55.8M | $1.1M | $2.5M |
| 2022 | 219 | $45.2M | $942,400 | $2.2M |
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 |
|---|---|---|---|---|
| FULTON FINANCIAL ADVISORS | Other Service Provider | $225,743 | — | $225,743 |
| BAKER TILLY US, LLP | Other Service Provider | $18,953 | — | $18,953 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $244,696
- Estimated Expense Ratio: 0.368% 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 |
|---|---|---|---|---|---|
| 2025 | $9,796,772 | $196,633 | — | $18,953 | — |
| 2024 | $242,878 | $207,640 | — | $17,220 | — |
| 2023 | $201,744 | $170,870 | — | $17,050 | — |
| 2022 | $192,993 | — | — | — | $192,993 |