Plan Snapshot
- Plan Sponsor: Barton Malow Holdings LLC
- Sponsor EIN: 843081538
- Sponsor Address: 26500 AMERICAN DRIVE, SOUTHFIELD, MI, 48034
- Plan Type: 401(k)
- Total Participants: 1,406
- Total Assets: $313.1M
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 | 1,406 | $313.1M | $9.2M | $16.4M |
| 2023 | 1,299 | $285.3M | $9.0M | $14.4M |
| 2022 | 1,131 | $228.3M | $7.2M | $12.1M |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON 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 | $388,608 | — | — | — | — |
| 2023 | $383,385 | — | — | — | — |
| 2022 | $358,513 | — | — | — | — |