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Original filing (PDF)20260306140512NAL0008390896001
BARC DEVELOPMENTAL SERVICES
Form 5500
FILING_RECEIVED
BARC DEVELOPMENTAL SERVICES MONEY PURCHASE PENSION PLAN (MPPP)
Defined-contribution retirement plan
Signals · 2
33% in single holding~88 bps in Sched C fees
Active participants
83
Accounts w/ balance
140
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
How this plan invests
This plan
55 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
84
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "VALIC General Account" is 33% of plan.
- 88 bps in Schedule C fees — 70% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARC DEVELOPMENTAL SERVICES.
Plan sponsor
Name
BARC DEVELOPMENTAL SERVICES
EIN
23-1489800
Address
P.O. BOX 470 · 4950 YORK ROAD · HOLICONG, PA · 189280470
Phone
(215) 794-0800
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-06
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNERAMPER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EISNERAMPER, LLP | 87-1363769 | — | AUDITOR | $20K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES CO | 51-0396365 | — | NONE | $12K | — |
| VARIABLE ANNUITY LIFE INSURANCE CO | 74-1625348 | — | NONE | $7K | — |
Investments
55 direct securities· $4.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VALIC General Account | — | — | — | $1.4M | 32.9% | |
| VALIC Separate Account | — | — | — | $335K | 7.6% | |
| Fidelity | — | — | — | $321K | 7.3% | |
| Fidelity | — | — | — | $173K | 3.9% | |
| VALIC Separate Account | — | — | — | $148K | 3.4% | |
| VALIC Separate Account | — | — | — | $130K | 3.0% | |
| Pimco | — | — | — | $123K | 2.8% | |
| VALIC General Account | — | — | — | $114K | 2.6% | |
| Fidelity | — | — | — | $110K | 2.5% | |
| VALIC Separate Account | — | — | — | $106K | 2.4% | |
| Fidelity | — | — | — | $91K | 2.1% | |
| Fidelity | — | — | — | $88K | 2.0% | |
| VALIC Separate Account | — | — | — | $85K | 1.9% | |
| VALIC Separate Account | — | — | — | $84K | 1.9% | |
| VALIC Separate Account | — | — | — | $83K | 1.9% | |
| VALIC General Account | — | — | — | $76K | 1.7% | |
| VALIC Separate Account | — | — | — | $65K | 1.5% | |
| VALIC Separate Account | — | — | — | $63K | 1.4% | |
| VALIC Separate Account | — | — | — | $56K | 1.3% | |
| Vanguard | — | — | — | $54K | 1.2% | |
| Vanguard | — | — | — | $53K | 1.2% | |
| VALIC Separate Account | — | — | — | $51K | 1.2% | |
| VALIC Separate Account | — | — | — | $48K | 1.1% | |
| VALIC Separate Account | — | — | — | $44K | 1.0% | |
| VALIC Separate Account | — | — | — | $41K | 0.9% | |
| VALIC Separate Account | — | — | — | $39K | 0.9% | |
| VALIC Separate Account | — | — | — | $37K | 0.8% | |
| Vanguard | — | — | — | $32K | 0.7% | |
| VALIC Separate Account | — | — | — | $28K | 0.6% | |
| VALIC Separate Account | — | — | — | $26K | 0.6% | |
| VALIC Separate Account | — | — | — | $24K | 0.5% | |
| VALIC Separate Account | — | — | — | $22K | 0.5% | |
| VALIC Separate Account | — | — | — | $22K | 0.5% | |
| VALIC Separate Account | — | — | — | $21K | 0.5% | |
| VALIC Separate Account | — | — | — | $20K | 0.5% | |
| Fidelity | — | — | — | $19K | 0.4% | |
| VALIC Separate Account | — | — | — | $16K | 0.4% | |
| VALIC Separate Account | — | — | — | $13K | 0.3% | |
| VALIC Separate Account | — | — | — | $13K | 0.3% | |
| VALIC Separate Account | — | — | — | $12K | 0.3% | |
| VALIC Separate Account | — | — | — | $11K | 0.3% | |
| VALIC Separate Account | — | — | — | $7K | 0.2% | |
| VALIC Separate Account | — | — | — | $7K | 0.2% | |
| VALIC Separate Account | — | — | — | $6K | 0.1% | |
| VALIC Separate Account | — | — | — | $6K | 0.1% | |
| Vanguard | — | — | — | $5K | 0.1% | |
| Notes receivable from participants | — | — | — | $5K | 0.1% | |
| VALIC Separate Account | — | — | — | $4K | <0.1% | |
| VALIC Separate Account | — | — | — | $3K | <0.1% | |
| VALIC Separate Account | — | — | — | $2K | <0.1% | |
| VALIC Separate Account | — | — | — | $2K | <0.1% | |
| VALIC Separate Account | — | — | — | $1K | <0.1% | |
| VALIC Separate Account | — | — | — | $732 | <0.1% | |
| VALIC Separate Account | — | — | — | $363 | <0.1% | |
| VALIC Separate Account | — | — | — | $211 | <0.1% |