Plan Ledger DOL Form 5500 · updated monthly

Barco, Inc.401(k)

BARCO 401(K) RETIREMENT SAVINGS PLAN · DULUTH, GA · plan year 2024

Reported admin expense ratio · 2024
0.20%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Barco, Inc. reported $187,554 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $4,565 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.30% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 280th-largest of 2,160 plans among Georgia employers on file, and the 423rd of 4,246 in wholesale trade. In 2024, employees put in $2.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$98,262,158
Participants with balances598
Active participants350
Employer contributions$1,597,921
Employee contributions$4,115,001
Employer contribution per active participant$4,565
Average account balance$164,318
Benefits paid to participants$8,371,460
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$98.3M · 598 accts · $1.6M emplr
2023$87.1M · 638 accts · $1.5M emplr
2022$74.0M · 631 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$124,896
Investment management$62,658
Total administrative$187,554
The Barco, Inc. 401(k) match · 2024
Employer contribution per active participant$4,565
Median for plans this size$3,635
2024$4,565 per active participant
2023$4,005 per active participant
2022$4,114 per active participant

Barco, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$124,896
SAGEVIEW ADVISORY GROUP · Consulting · Investment advisory (plan)$62,103
CHARLES SCHWAB & CO., INC. · Securities brokerage$555
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$187,554 · 0.20%
2023$280,361 · 0.35%
2022$254,321 · 0.30%
Same employer
Similar plansWholesale Trade · Georgia
Mingledorff's, Inc. GA$135.7M · 0.12%
United Distributors, Inc. GA$125.1M · 0.17%
Yanmar America Corporation GA$73.2M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582630126 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.