Plan Snapshot
- Plan Sponsor: Barri Financial Group, LLC (Dba Dolfintech)
- Sponsor EIN: 273743621
- Sponsor Address: 10777 WESTHEIMER RD., STE. 1040N, HOUSTON, TX, 77042
- Plan Type: 401(k)
- Total Participants: 1,313
- Total Assets: $9.4M
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 | 1,313 | $9.4M | $500,509 | $875,942 |
| 2023 | 1,288 | $7.8M | $354,197 | $593,064 |
| 2022 | 674 | $2.4M | $309,077 | $457,470 |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN, PC — Auditor
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 | $18,439 | $1,130 | — | — | — |
| 2023 | $10,066 | $632 | — | — | — |
| 2022 | $5,703 | — | — | — | $5,703 |