Employers › Barton Mines
Recordkeeping fees per participant · The Barton Group 401(k) Plan · plan year 2024
$191.93
Higher than 87% of the 14,075 plans $10 to 50M that report it.
= $35,891 / 187
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014121540NAL0001359683001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014121540NAL0001359683001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Administrative expenses excluding investment management, per participant
$268.18
Higher than 83% of the 24,371 plans $10 to 50M that report it.
= $50,149 / 187
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014121540NAL0001359683001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014121540NAL0001359683001, received 2025-10-14
Administrative expenses per participant
$445.89
Higher than 89% of the 25,098 plans $10 to 50M that report it.
= $83,381 / 187
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014121540NAL0001359683001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014121540NAL0001359683001, received 2025-10-14
Administrative expenses as a share of assets
0.217%
Higher than 37% of the 25,132 plans $10 to 50M that report it.
= $83,381 / $38,417,148
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014121540NAL0001359683001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014121540NAL0001359683001, received 2025-10-14
Employer contributions per participant
$3,033
Higher than 73% of the 24,050 plans $10 to 50M that report it.
= $567,171 / 187
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014121540NAL0001359683001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014121540NAL0001359683001, received 2025-10-14
Employer share of total contributions
32.3%
Higher than 66% of the 24,084 plans $10 to 50M that report it.
= $567,171 / $1,755,896
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014121540NAL0001359683001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014121540NAL0001359683001, received 2025-10-14
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014121540NAL0001359683001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BARTON MINES CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Plan name | THE BARTON GROUP 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Sponsor EIN / plan number | 23-1624372 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Sponsor location | GLENS FALLS, NY | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Industry (business code) | 212390, Mining, quarrying, and oil and gas extraction | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Participants, beginning of year | 195 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Active participants | 119 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Participants, end of year | 187 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Participants with an account balance | 187 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Total assets, beginning of year | $38,097,368 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Total assets, end of year | $38,417,148 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Net assets, end of year | $38,417,148 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Total income | $5,767,542 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Net income | $319,780 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Employer contributions | $567,171 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Participant contributions | $1,043,374 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $145,351 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Total contributions | $1,755,896 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Benefit payments | $5,354,297 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $5,447,762 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Total administrative expenses | $83,381 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Recordkeeping fees | $35,891 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| IQPA audit fees | $7,688 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Investment advisory and management fees | $33,232 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Administrative expenses excluding investment management | $50,149 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Held in mutual funds | $25,549,711 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014121540NAL0001359683001, received 2025-10-14 |
| Independent auditor | UHY, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014121540NAL0001359683001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014121540NAL0001359683001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE COrecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $35,891 | yes |
| FIDUCIENT ADVISORS LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $28,511 | no |
| UHY LLP | AUDITOR | 10 Accounting (including auditing) | $7,688 | no |
| BARTON MINES COMPANY LLC DBA BARTON | OTHER | 99 Other fees | $6,570 | no |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | 28 Investment management | $4,721 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014121540NAL0001359683001, received 2025-10-14.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $38,097,368 | $38,417,148 | 0.8% |
| Participants with a balance | 194 | 187 | -3.6% |
| Administrative expenses | $75,932 | $83,381 | 9.8% |
| Recordkeeping fees per participant | $143.42 | $191.93 | 33.8% |
| Employer contributions | $629,162 | $567,171 | -9.9% |
Prior filing 20241010190016NAL0021647185001, received 2024-10-10; the plan years are contiguous.
Sponsor name as filed: BARTON MINES CORPORATION; SEC registrant: Barton Mines Corp (CIK 1596774, matched by EIN).