# Barre Belt 401(k) Plan
Source: https://planprovider.pro/companies/barre-belt-401k-plan

> Barre Belt's 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Barre Belt

- **Sponsor EIN:** 223350494

- **Sponsor Address:** 105 N MAIN ST STE 302, BARRE, VT, 05641

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

- **Total Participants:** 137

- **Total Assets:** $9.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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.|

| 2024|137|$9.8M|$61,282|$428,141|

| 2023|128|$8.6M|$52,816|$386,311|

| 2022|104|$7.1M|$46,526|$366,461|

## 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|

| MCSOLEY MCCOY & CO.|Auditor|$13,742|—|$13,742|

### Verified Provider Profiles

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

- [MCSOLEY MCCOY & CO.](https://planprovider.pro/provider/mcsoley-mccoy-and-co) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,742

- **Estimated Expense Ratio:** 0.141% 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|$60,446|$14,232|$14,355|$13,742|—|

| 2023|$50,841|$11,743|$11,094|$13,350|—|

| 2022|$53,928|$10,810|$19,283|—|$23,835|

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