# Barry-Wehmiller Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/barry-wehmiller-companies-inc-401k-plan-002

> Barry-Wehmiller Companies, INC.'s 401(k) plan: 5,631 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Barry-Wehmiller Companies, INC.

- **Sponsor EIN:** 430172560

- **Sponsor Address:** 8020 FORSYTH BOULEVARD, ST. LOUIS, MO, 631051707

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

- **Total Participants:** 5,631

- **Total Assets:** $1.0B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|5,631|$1.0B|$20.1M|$54.6M|

| 2023|5,933|$907.6M|$21.0M|$51.3M|

| 2022|5,850|$803.9M|$18.1M|$46.0M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$524,679|—|$524,679|

| CREATIVE PLANNING|CONSULTANT|$114,000|—|$114,000|

| ANDERS MINKLER HUBER & HELM LLP|ACCOUNTANT|$24,700|—|$24,700|

| CREATIVE PLANNING LLC|INV ADV, PARTICIPANTS|$11,985|—|$11,985|

| SIGNATURE INVESTMENT ADVISORS|INV ADV, PARTICIPANTS|$10,830|—|$10,830|

| FISHER INVESTMENTS|INV ADV, PARTICIPANTS|$7,632|—|$7,632|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CREATIVE PLANNING](https://planprovider.pro/provider/creative-planning) — CONSULTANT

- [ANDERS MINKLER HUBER & HELM LLP](https://planprovider.pro/provider/anders-minkler-huber-and-helm-llp) — ACCOUNTANT

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — INV ADV, PARTICIPANTS

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — INV ADV, PARTICIPANTS

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $693,826

- **Estimated Expense Ratio:** 0.067% 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|$706,004|—|$524,679|—|—|

| 2023|$614,095|$28,074|$573,972|—|—|

| 2022|$663,992|$172,503|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/barry-wehmiller-companies-inc-401k-plan-002)

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