Plan Snapshot
- Plan Sponsor: Barry University
- Sponsor EIN: 590624364
- Sponsor Address: 11300 NE 2ND AVE, MIAMI SHORES, FL, 331616628
- Plan Type: 401(k)
- Total Participants: 2,307
- Total Assets: $97.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,307 | $97.0M | $1.8M | $4.2M |
| 2023 | 2,207 | $91.9M | $1.9M | $4.5M |
| 2022 | 1,949 | $80.7M | $1.9M | $4.4M |
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 |
|---|---|---|---|---|
| TIAA | Recordkeeper | $48,859 | — | $48,859 |
| CAPFINANCIAL PARTNERS, LLC | Investment Advisor | $11,500 | — | $11,500 |
| CHASON PENSION SYSTEMS | Recordkeeper | $6,250 | — | $6,250 |
| MARCUM, LLP | Auditor | $5,281 | — | $5,281 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,890
- Estimated Expense Ratio: 0.074% 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 | $270,883 | $11,937 | $28,976 | — | — |
| 2023 | $258,595 | $9,781 | $25,103 | — | — |
| 2022 | $299,540 | $240,991 | — | — | $53,085 |