Plan Snapshot
- Plan Sponsor: Bob Barker Company, INC.
- Sponsor EIN: 561558062
- Sponsor Address: 7925 PURFOY ROAD, FUQUAY VARINA, NC, 27526
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 249
- Total Assets: $29.3M
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. |
|---|---|---|---|---|
| 2025 | 249 | $29.3M | $0 | $0 |
| 2024 | 216 | $26.3M | $497,891 | $1.6M |
| 2023 | 224 | $21.7M | $733,788 | $1.6M |
| 2022 | 228 | $18.5M | $445,482 | $1.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $26,944 | — | $26,944 |
| DEFINITI, LLC | Other Service Provider | $15,751 | — | $15,751 |
| ENVESTNET RETIREMENT SOLUTIONS LLC | Other Service Provider | $13,534 | — | $13,534 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $12,669 | — | $12,669 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,898
- Estimated Expense Ratio: 0.235% 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 |
|---|---|---|---|---|---|
| 2025 | $3,311,954 | $69,448 | — | — | — |
| 2024 | $63,816 | $63,816 | — | — | — |
| 2023 | $60,383 | $60,383 | — | — | — |
| 2022 | $53,806 | $53,806 | — | — | — |