How big is BARC Developmental Services' plan?

BARC Developmental Services' plan reported $4.4M in assets and 83 participants for 2024.

Original filing (PDF)20260306140512NAL0008390896001

BARC Developmental Services

Name: BARC Developmental Services — BARC Developmental, Form 5500 (2024)
Creator: BARC Developmental Services
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

BARC Developmental Services Money Purchase Pension Plan (MPPP)

Defined-contribution retirement plan · BARC Developmental Services' BARC Developmental Services Money Purchase Pension Plan (MPPP) held $4.4M in plan assets for 83 participants in 2024.

Signals · 2

33% in single holding~88 bps in Sched C fees

Active participants

Accounts w/ balance

140

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Mary Sautter signed BARC Developmental Services' 2024 Form 5500 as plan administrator.

Mary Sautter — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BARC Developmental Services' EIN is 23-1489800.

EIN 23-1489800

Plan number 001

Plan year 2024

ACK ID 20260306140512NAL0008390896001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BARC Developmental Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BARC Developmental Services' plan includes money-purchase contributions, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BARC DEVELOPMENTAL SERVICES.

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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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

BARC DEVELOPMENTAL SERVICES

EIN

all filings

Address

P.O. BOX 470 · 4950 YORK ROAD · HOLICONG, PA · 189280470

Phone

(215) 794-0800

Industry

Health Care & Social Assistance

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 rows

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
EISNERAMPER, LLP	87-1363769	—	AUDITOR	$20K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALIC RETIREMENT SERVICES CO	51-0396365	—	NONE	$12K	—
VARIABLE ANNUITY LIFE INSURANCE CO

Investments

55 direct securities· $4.4M(100% of reported assets)

Pooled Separate Accounts

$1.7M

40 holdings

Other securities

$1.6M

4 holdings

Mutual Funds

$1.1M

11 holdings

					% of plan
VALIC General Account	Other securities	—	—	$1.4M	32.9%
VALIC Separate Account	Pooled Separate Accounts	—	—	$335K	7.6%
Fidelity	Mutual Funds	—	—	$321K	7.3%
Fidelity	Mutual Funds	—	—	$173K	3.9%
VALIC Separate Account	Pooled Separate Accounts	—	—	$148K	3.4%
VALIC Separate Account	Pooled Separate Accounts	—	—	$130K	3.0%
Pimco	Mutual Funds	—	—	$123K	2.8%
VALIC General Account	Other securities	—	—	$114K	2.6%
Fidelity	Mutual Funds	—	—	$110K	2.5%
VALIC Separate Account	Pooled Separate Accounts	—	—	$106K	2.4%
Fidelity	Mutual Funds	—	—	$91K	2.1%
Fidelity	Mutual Funds	—	—	$88K	2.0%
VALIC Separate Account	Pooled Separate Accounts	—	—	$85K	1.9%
VALIC Separate Account	Pooled Separate Accounts	—	—	$84K	1.9%
VALIC Separate Account	Pooled Separate Accounts	—	—	$83K	1.9%
VALIC General Account	Other securities	—	—	$76K	1.7%
VALIC Separate Account	Pooled Separate Accounts	—	—	$65K	1.5%
VALIC Separate Account	Pooled Separate Accounts	—	—	$63K	1.4%
VALIC Separate Account	Pooled Separate Accounts	—	—	$56K	1.3%
Vanguard	Mutual Funds	—	—	$54K	1.2%
Vanguard	Mutual Funds	—	—	$53K	1.2%
VALIC Separate Account	Pooled Separate Accounts	—	—	$51K	1.2%
VALIC Separate Account	Pooled Separate Accounts	—	—	$48K	1.1%
VALIC Separate Account	Pooled Separate Accounts	—	—	$44K	1.0%
VALIC Separate Account	Pooled Separate Accounts	—	—	$41K	0.9%
VALIC Separate Account	Pooled Separate Accounts	—	—	$39K	0.9%
VALIC Separate Account	Pooled Separate Accounts	—	—	$37K	0.8%
Vanguard	Mutual Funds	—	—	$32K	0.7%
VALIC Separate Account	Pooled Separate Accounts	—	—	$28K	0.6%
VALIC Separate Account	Pooled Separate Accounts	—	—	$26K	0.6%
VALIC Separate Account	Pooled Separate Accounts	—	—	$24K	0.5%
VALIC Separate Account	Pooled Separate Accounts	—	—	$22K	0.5%
VALIC Separate Account	Pooled Separate Accounts	—	—	$22K	0.5%
VALIC Separate Account	Pooled Separate Accounts	—	—	$21K	0.5%
VALIC Separate Account	Pooled Separate Accounts	—	—	$20K	0.5%
Fidelity	Mutual Funds	—	—	$19K	0.4%
VALIC Separate Account	Pooled Separate Accounts	—	—	$16K	0.4%
VALIC Separate Account	Pooled Separate Accounts	—	—	$13K	0.3%
VALIC Separate Account	Pooled Separate Accounts	—	—	$13K	0.3%
VALIC Separate Account	Pooled Separate Accounts	—	—	$12K	0.3%
VALIC Separate Account	Pooled Separate Accounts	—	—	$11K	0.3%
VALIC Separate Account	Pooled Separate Accounts	—	—	$7K	0.2%
VALIC Separate Account	Pooled Separate Accounts	—	—	$7K	0.2%
VALIC Separate Account	Pooled Separate Accounts	—	—	$6K	0.1%
VALIC Separate Account	Pooled Separate Accounts	—	—	$6K	0.1%
Vanguard	Mutual Funds	—	—	$5K	0.1%
Notes receivable from participants	Other securities	—	—	$5K	0.1%
VALIC Separate Account	Pooled Separate Accounts	—	—	$4K	<0.1%
VALIC Separate Account	Pooled Separate Accounts	—	—	$3K	<0.1%
VALIC Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%