# The Barnes Foundation 403(b) Plan
Source: https://planprovider.pro/companies/the-barnes-foundation-403b-plan

> The Barnes Foundation's 403(b) plan: 204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Barnes Foundation

- **Sponsor EIN:** 236000149

- **Sponsor Address:** 2025 BENJAMIN FRANKLIN PARKWAY, PHILADELPHIA, PA, 191303602

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

- **Total Participants:** 204

- **Total Assets:** $12.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|204|$12.4M|$314,744|$983,261|

| 2023|309|$11.1M|$318,959|$951,669|

| 2022|232|$8.7M|$283,084|$748,321|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$37,657|—|$37,657|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $37,657

- **Estimated Expense Ratio:** 0.303% 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|$37,657|—|$37,657|—|—|

| 2023|$32,761|—|$32,761|—|—|

| 2022|$27,821|—|$27,821|—|—|

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