Plan Snapshot
- Plan Sponsor: R. G. Barry Corporation
- Sponsor EIN: 314362899
- Sponsor Address: 13405 YARMOUTH ROAD NW, PICKERINGTON, OH, 43147
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $17.3M
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. |
|---|---|---|---|---|
| 2024 | 133 | $17.3M | $484,494 | $1.3M |
| 2023 | 131 | $14.4M | $434,343 | $1.2M |
| 2022 | 114 | $10.5M | $371,949 | $1.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $25,494 | — | $25,494 |
| SCHNEIDER DOWNS & CO., INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SCHNEIDER DOWNS & CO., INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,494
- Estimated Expense Ratio: 0.147% 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 | $25,494 | — | — | — | — |
| 2023 | $19,040 | — | — | — | — |
| 2022 | $20,417 | — | — | — | — |