Plan Snapshot
- Plan Sponsor: Barley Snyder LLP
- Sponsor EIN: 231499543
- Sponsor Address: 126 EAST KING STREET, LANCASTER, PA, 17602
- Plan Type: DC
- Plan Number: 003
- Total Participants: 230
- Total Assets: $35.7M
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 | 230 | $35.7M | $0 | $0 |
| 2024 | 214 | $32.2M | $1.8M | $0 |
| 2023 | 219 | $27.6M | $1.7M | $0 |
| 2022 | 187 | $22.9M | $1.5M | $0 |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | Other Service Provider | $34,982 | — | $34,982 |
| BAKER TILLY US, LLP | Other Service Provider | $17,535 | — | $17,535 |
| CHARLES SCHWAB & CO., INC. | Other Service Provider | $14,335 | — | $14,335 |
| CONRAD SIEGEL | Other Service Provider | $11,596 | — | $11,596 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $78,448
- Estimated Expense Ratio: 0.220% 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 | $3,066,617 | $34,982 | — | $17,535 | — |
| 2024 | $73,075 | $32,986 | — | $15,880 | — |
| 2023 | $67,986 | $30,282 | — | $15,670 | — |
| 2022 | $89,422 | $51,544 | — | — | $37,878 |