# Barri Financial Group, LLC (Dba Dolfintech) 401(k) Plan
Source: https://planprovider.pro/companies/barri-financial-group-llc-401k-plan

> Barri Financial Group, LLC (Dba Dolfintech)'s 401(k) plan: 1,313 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/withumsmithbrown-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|

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