Assets by plan
Share of aggregate retirement assets
- SHARING AND 401(K) (#027)$204.1M
- CASH BALANCE PLAN (#028)$25.9M
Filings through .
Barclay Damon LLP
EIN 15-0339022law practiceLatest filing 2025
Plans
3
Retirement
2
$230.0M assets
Health & Benefits
1
$5.0M premiums
Participants
1,301
BARCLAY DAMON TOWER, 125 EAST JEFFERSON STREET - SYRACUSE, NY 13202315-425-2712barclaydamon.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $230.0M assets / 811 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- T ROWE PRICE RPS INC$204.1M
- (Not disclosed)$25.9M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.0M premiums / 515 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.0M
- Prescription drug$4.0M
- Long-term disability$312K
- Life$268K
- Dental$240K
- Other$95K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#027
BARCLAY DAMON LLP PROFIT SHARING AND 401(K) PLAN
401(k)
Assets$204.1M
Participants725
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#028
BARCLAY DAMON LLP CASH BALANCE PLAN
Cash balance
Assets$25.9M
Participants86
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
BARCLAY DAMON LLP
Fully insured - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$5.0M
Covered lives515
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #027 | BARCLAY DAMON LLP PROFIT SHARING AND 401(K) PLAN | 401(k) | $204.1M | 725 | 2025 |
| #028 | BARCLAY DAMON LLP CASH BALANCE PLAN | Cash balance | $25.9M | 86 | 2025 |
- #027 · 401(k) · 2025725
- #028 · Cash balance · 202586
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | BARCLAY DAMON LLP | Fully insured | EXCELLUS BLUE CROSS BLUE SHIELD | $5.0M | 515 | 2025 |
- BARCLAY DAMON LLP$5.0M#502 · Fully insured · EXCELLUS BLUE CROSS BLUE SHIELD · 2025515
Retirement plans
Health & Benefits plans