Plan Snapshot
- Plan Sponsor: Barnes & Thornburg LLP
- Sponsor EIN: 350900596
- Sponsor Address: 11 SOUTH MERIDIAN STREET, INDIANAPOLIS, IN, 46204
- Plan Type: 401(k)
- Total Participants: 1,515
- Total Assets: $753.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,515 | $753.5M | $26.7M | $20.5M |
| 2023 | 1,455 | $658.0M | $23.8M | $19.0M |
| 2022 | 1,321 | $532.1M | $21.4M | $16.1M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $111,866 | — | $111,866 |
| INVST LLC | Other Service Provider | $69,543 | — | $69,543 |
| LMCG INVESTMENTS LLC | Other Service Provider | $68,049 | — | $68,049 |
| KEY BANK NATIONAL ASSOCIATION | Investment Advisor | — | $58,883 | $58,883 |
| WOODLEY FARRA MANION PORTFOLIO | Other Service Provider | $42,244 | — | $42,244 |
| BEDEL FINANCIAL CONSULTING INC | Other Service Provider | $41,601 | — | $41,601 |
| CAPFINANCIAL PARTNERS LLC | Other Service Provider | $40,798 | — | $40,798 |
| DEERFIELD FINANCIAL ADVISORS I | Other Service Provider | $21,604 | — | $21,604 |
| PRIVATE ADVISOR GROUP LLC | Other Service Provider | $20,733 | — | $20,733 |
| INDIANA TRUST WEALTH MGMNT | Other Service Provider | $13,566 | — | $13,566 |
| LPL FINANCIAL LLC | Investment Advisor | $12,758 | — | $12,758 |
| PHILLIPS FINANCIAL MANAGEMENT | Other Service Provider | $9,351 | — | $9,351 |
| VALMARK ADVISERS INC | Other Service Provider | $8,959 | — | $8,959 |
| BIECHELE ROYCE ADVISORS INC | Other Service Provider | $8,064 | — | $8,064 |
| CHARLES SCHWAB & CO., INC. | Recordkeeper | $7,278 | — | $7,278 |
| AT INVESTMENT ADVISERS INC | Other Service Provider | $5,787 | — | $5,787 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- KEY BANK NATIONAL ASSOCIATION — Investment Advisor
- LPL FINANCIAL LLC — Investment Advisor
- CHARLES SCHWAB & CO., INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $541,084
- Estimated Expense Ratio: 0.072% 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 | $488,586 | $376,541 | — | — | — |
| 2023 | $402,148 | $298,894 | — | — | — |
| 2022 | $389,268 | $291,211 | — | — | $3,821 |