# Barrett & Stokely, INC. 401(k) Plan
Source: https://planprovider.pro/companies/barrett-stokely-inc-401k-plan

> Barrett & Stokely, INC.'s 401(k) plan: 241 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Barrett & Stokely, INC.

- **Sponsor EIN:** 351402847

- **Sponsor Address:** 3755 E 82ND ST STE 230, INDIANAPOLIS, IN, 462402423

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

- **Total Participants:** 241

- **Total Assets:** $13.6M

## 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|241|$13.6M|$341,349|$926,447|

| 2023|203|$11.5M|$229,293|$720,617|

| 2022|195|$10.4M|$209,461|$677,050|

## 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, PC|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|$31,200|—|$31,200|—|—|

| 2023|$29,477|—|$29,477|—|—|

| 2022|$26,413|—|$26,413|—|—|

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