# Barnes & Thornburg LLP 401(k) Plan
Source: https://planprovider.pro/companies/barnes-thornburg-llp-401k-plan

> Barnes & Thornburg LLP's 401(k) plan: 1,515 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$111,866|—|$111,866|

| INVST LLC|NONE|$69,543|—|$69,543|

| LMCG INVESTMENTS LLC|NONE|$68,049|—|$68,049|

| KEY BANK NATIONAL ASSOCIATION|NONE|—|$58,883|$58,883|

| WOODLEY FARRA MANION PORTFOLIO|NONE|$42,244|—|$42,244|

| BEDEL FINANCIAL CONSULTING INC|NONE|$41,601|—|$41,601|

| CAPFINANCIAL PARTNERS LLC|NONE|$40,798|—|$40,798|

| DEERFIELD FINANCIAL ADVISORS I|NONE|$21,604|—|$21,604|

| PRIVATE ADVISOR GROUP LLC|NONE|$20,733|—|$20,733|

| INDIANA TRUST WEALTH MGMNT|NONE|$13,566|—|$13,566|

| LPL FINANCIAL LLC|NONE|$12,758|—|$12,758|

| PHILLIPS FINANCIAL MANAGEMENT|NONE|$9,351|—|$9,351|

| VALMARK ADVISERS INC|NONE|$8,959|—|$8,959|

| BIECHELE ROYCE ADVISORS INC|NONE|$8,064|—|$8,064|

| CHARLES SCHWAB & CO., INC.|NONE|$7,278|—|$7,278|

| AT INVESTMENT ADVISERS INC|NONE|$5,787|—|$5,787|

| FORVIS MAZARS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [KEY BANK NATIONAL ASSOCIATION](https://planprovider.pro/provider/victory-capital-management-inc) — NONE

- [LPL FINANCIAL LLC](https://planprovider.pro/provider/lpl-financial-llc) — NONE

- [CHARLES SCHWAB & CO., INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [FORVIS MAZARS](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## 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|

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