Plan Snapshot
- Plan Sponsor: Barrier Free Living, INC.
- Sponsor EIN: 133059155
- Sponsor Address: 637 EAST 138 STREET, BRONX, NY, 10454
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2023 | 81 | $2.2M | $125,404 | $208,377 |
| 2022 | 74 | $2.1M | $136,048 | $212,781 |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $14,824 | — | $14,824 |
| MML INVESTOR SERVICES | NONE | $10,132 | — | $10,132 |
| NAWROCKI SMITH | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- MML INVESTOR SERVICES — NONE
- NAWROCKI SMITH — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,956
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 | $14,271 | $3,463 | $10,808 | — | — |
| 2023 | $12,478 | $5,066 | $7,412 | — | — |
| 2022 | $17,839 | $5,156 | $12,683 | — | — |