# Barton College 403(b) Plan
Source: https://planprovider.pro/companies/barton-college-403b-plan

> Barton College's 403(b) plan: 192 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Barton College

- **Sponsor EIN:** 560529933

- **Sponsor Address:** P.O. BOX 5000, WILSON, NC, 27893

- **Plan Type:** 403(b)

- **Total Participants:** 192

- **Total Assets:** $27.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|192|$27.8M|$238,247|$669,053|

| 2023|185|$26.9M|$157,433|$658,455|

| 2022|185|$24.4M|$80,921|$670,810|

## 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|

| BROWN, EDWARDS & COMPANY, L.L.P.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BROWN, EDWARDS & COMPANY, L.L.P.](https://planprovider.pro/provider/brown-edwards-and-company-llp) — 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|$43,039|—|$42,832|—|—|

| 2023|$35,627|—|$35,318|—|—|

| 2022|$30,343|—|$30,202|—|—|

## Similar Plans

- [Bradford Preparatory School, INC.](https://planprovider.pro/companies/bradford-preparatory-school-inc-401k-plan) — 193 participants

- [St. David'S School](https://planprovider.pro/companies/st-david-s-school-403b-plan-002) — 195 participants

- [Queens University Of Charlotte](https://planprovider.pro/companies/queens-university-of-charlotte-403b-plan) — 187 participants

- [Carolina Day School, INC.](https://planprovider.pro/companies/carolina-day-school-inc-403b-plan) — 187 participants

- [University Of Mount Olive](https://planprovider.pro/companies/university-of-mount-olive-401k-plan) — 186 participants

- [Warren Wilson College, INC.](https://planprovider.pro/companies/warren-wilson-college-inc-403b-plan) — 198 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/barton-college-403b-plan)

© 2026 PlanProvider.Pro