Retirement plan

BARLEY SNYDER SAVINGS PLAN

Name: BARLEY SNYDER LLP - BARLEY SNYDER SAVINGS PLAN (2025) Form 5500
Creator: BARLEY SNYDER LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BARLEY SNYDER SAVINGS PLAN, BARLEY SNYDER LLP

BARLEY SNYDER LLPEIN 23-1499543Plan #002PY 2025

126 EAST KING STREET - LANCASTER, PA 176022893717-299-5201barley.comLinkedIn201-500 employeeslaw practice

Other plans on this EIN

1 filing

#003Retirement-$35.7M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$66.4M

+6.9% from 2024

Total participants

308

0.0% from 2024

Average account balance

$215,653

+6.5% from 2024

Annual return

15.99%

+1.24 pp from 2024

Benchmarks

See 603 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort603 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$66.42M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$216K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

308

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.91M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.99%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$758

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
FULTON FINANCIAL ADVISORS11+ years Service code 15 · EIN 23-1928421	Recordkeeping	$225,743
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443	Accounting	$18,953

Plan features & details

Pension benefit codes2E2F2G2J2T3D3F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$233K

$930 / participant

Recordkeeping$17K7.2%
Trustee / custodial$1K0.4%
Investment mgmt$197K84.2%
Other / not subdivided$19K8.1%

% of EOY assets

0.352%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER TILLY US LLP
Auditor EIN: 301413443
Audit fees: $18,953
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$215,653

$110,483+95.2%

$145,433+48.3%

$79,634+170.8%

Participation rate

100.0%

71.1%+28.9pp

82.1%+17.9pp

62.5%+37.5pp

Annual return

15.99%

24.62%-8.6pp

66.58%-50.6pp

36.46%-20.5pp

Employer contribution / active EE

$4,677

$4,053+15.4%

$4,554+2.7%

$2,529+84.9%

Participant deferral / active EE

$10,882

$7,216+50.8%

$7,897+37.8%

$3,835+183.8%

Admin fee / account holder

$758

$680+11.5%

$13,129-94.2%

$1,002-24.3%

Provider

Service type

Compensation

FULTON FINANCIAL ADVISORS11+ years

Service code 15 · EIN 23-1928421

Recordkeeping

$225,743

BAKER TILLY US, LLP1 year

Service code 10 · EIN 30-1413443

Accounting

$18,953

BARLEY SNYDER SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BARLEY SNYDER SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion