# Barratt Asset Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/barratt-asset-management-llc-401k-plan

> Barratt Asset Management LLC's 401(k) plan: 188 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Barratt Asset Management LLC

- **Sponsor EIN:** 273083303

- **Sponsor Address:** 11711 PENNSYLVANIA ST STE 250, CARMEL, IN, 460324560

- **Plan Type:** 401(k)

- **Total Participants:** 188

- **Total Assets:** $2.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|188|$2.2M|$310,856|$623,282|

| 2023|131|$990,866|$193,648|$366,390|

| 2022|24|$345,385|$0|$129,651|

## 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|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$18,839|$3,643|$11,553|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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