Plan Ledger DOL Form 5500 · updated monthly

Barlow Company, Inc.401(k)

BARLOW COMPANY, INC. 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
1.89%

Barlow Company, Inc. reported $42,903 in plan administrative expenses for 2024: 1.89% of average plan assets, higher than ~90% of peers. 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 2.42% to 1.89%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Arizona (1,026th of 1,285), and 2,042nd of 2,677 in transportation & warehousing. active participation has shrunk from 135 to 116 since 2022.

Plan summary
Net assets, end of year$2,386,873
Participants with balances205
Active participants116
Employer contributions—
Employee contributions$476,516
Employer contribution per active participant—
Average account balance$11,643
Benefits paid to participants$452,514
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.4M · 205 accts
2023$2.1M · 241 accts · $735 emplr
2022$1.8M · 180 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,929
Investment management$10,974
Total administrative$42,903
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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$31,929
AMERIPRISE FINANCIAL SERVICES, INC. · Accounting / audit$10,974

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$42,903 · 1.89%
2023$35,925 · 1.82%
2022$43,780 · 2.42%
Similar plansTransportation & Warehousing · Arizona
Ohlinger Industries, Inc. AZ$4.9M · 0.76%
Diamond Trucking, Inc. AZ$1.5M · 1.27%
New Legend, Inc. AZ$1.3M · 1.42%
Otto Trucking, Inc. AZ$835K · 0.61%
Robot-O Logistics LLC AZ$554K · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860754567 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.