Plan Ledger DOL Form 5500 · updated monthly

Barton Mines Corporation401(k)

THE BARTON GROUP 401(K) PLAN · GLENS FALLS, NY · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Barton Mines Corporation reported $83,381 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $4,766 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 0.47% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 1,649th-largest of 5,648 plans among New York employers on file, and the 215th of 612 in mining, oil & gas extraction. In 2024, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,417,148
Participants with balances187
Active participants119
Employer contributions$567,171
Employee contributions$1,043,374
Employer contribution per active participant$4,766
Average account balance$205,439
Benefits paid to participants$5,354,297
Plan auditUnmodified (clean) audit opinion
AuditorUHY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$38.4M · 187 accts · $567K emplr
2023$38.1M · 194 accts · $629K emplr
2022$36.3M · 199 accts · $494K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,891
Investment management$33,232
Audit (IQPA)$7,688
Total administrative$83,381
The Barton Mines Corporation 401(k) match · 2024
Employer contribution per active participant$4,766
Median for plans this size$2,416
2024$4,766 per active participant
2023$5,157 per active participant
2022$4,083 per active participant

Barton Mines Corporation's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20245
FIDUCIENT ADVISORS LLC · Investment advisory (plan)$28,511
UHY LLP · Accounting / audit$7,688
BARTON MINES COMPANY LLC DBA BARTON$6,570
EMPOWER ADVISORY GROUP, LLC · Investment management$4,721

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

Administrative cost history3
2024$83,381 · 0.22%
2023$75,932 · 0.20%
2022$184,597 · 0.47%
Same employer
Similar plansMining, Oil & Gas Extraction · New York
Cementation USA, Inc. UT$38.8M · 0.62%
Gulfport Energy Corporation OK$38.7M · 0.18%
Ramaco Resources, Inc. KY$38.6M · 1.12%
Pinto Valley Mining Corp. AZ$38.5M · 0.09%
Coughlan Companies, LLC MN$38.3M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231624372 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.