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Original filing (PDF)20260306140032NAL0008239552001
BARC DEVELOPMENTAL SERVICES
Form 5500
FILING_RECEIVED
BARC DEVELOPMENTAL SERVICES THRIFT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
236
Accounts w/ balance
230
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
How this plan invests
This plan
61 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 73 bps in Schedule C fees — 151% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
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 · 18928
Phone
(215) 794-0800
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
EISNERAMPER, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES CO | 51-0396365 | — | NONE | $89K | — |
| VARIABLE ANNUITY LIFE INSURANCE CO | 74-1625348 | — | NONE | $6K | — |
Investments
61 direct securities· $13.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity | — | — | — | $2.1M | 16.2% | |
| Fidelity | — | — | — | $1.7M | 12.8% | |
| VALIC General Account | — | — | — | $1.2M | 9.3% | |
| Fidelity | — | — | — | $953K | 7.3% | |
| Fidelity | — | — | — | $800K | 6.1% | |
| VALIC General Account | — | — | — | $757K | 5.8% | |
| PIMCO | — | — | — | $751K | 5.8% | |
| Fidelity | — | — | — | $731K | 5.6% | |
| VALIC Separate Account | — | — | — | $526K | 4.0% | |
| VALIC Separate Account | — | — | — | $498K | 3.8% | |
| Vanguard | — | — | — | $343K | 2.6% | |
| Vanguard | — | — | — | $213K | 1.6% | |
| Vanguard | — | — | — | $203K | 1.6% | |
| VALIC Separate Account | — | — | — | $182K | 1.4% | |
| Vanguard | — | — | — | $172K | 1.3% | |
| Notes receivable from participants | — | — | — | $161K | 1.2% | |
| VALIC Separate Account | — | — | — | $159K | 1.2% | |
| VALIC Separate Account | — | — | — | $153K | 1.2% | |
| VALIC Separate Account | — | — | — | $118K | 0.9% | |
| Fidelity | — | — | — | $117K | 0.9% | |
| VALIC Separate Account | — | — | — | $83K | 0.6% | |
| VALIC General Account | — | — | — | $81K | 0.6% | |
| VALIC Separate Account | — | — | — | $79K | 0.6% | |
| VALIC Separate Account | — | — | — | $69K | 0.5% | |
| VALIC Separate Account | — | — | — | $67K | 0.5% | |
| VALIC Separate Account | — | — | — | $64K | 0.5% | |
| VALIC Separate Account | — | — | — | $52K | 0.4% | |
| Vanguard | — | — | — | $47K | 0.4% | |
| VALIC Separate Account | — | — | — | $47K | 0.4% | |
| VALIC Separate Account | — | — | — | $46K | 0.4% | |
| VALIC Separate Account | — | — | — | $46K | 0.3% | |
| VALIC Separate Account | — | — | — | $44K | 0.3% | |
| VALIC Separate Account | — | — | — | $40K | 0.3% | |
| VALIC Separate Account | — | — | — | $38K | 0.3% | |
| VALIC Separate Account | — | — | — | $35K | 0.3% | |
| VALIC Separate Account | — | — | — | $32K | 0.2% | |
| VALIC Separate Account | — | — | — | $25K | 0.2% | |
| VALIC Separate Account | — | — | — | $24K | 0.2% | |
| VALIC Separate Account | — | — | — | $23K | 0.2% | |
| VALIC Separate Account | — | — | — | $23K | 0.2% | |
| Vanguard | — | — | — | $20K | 0.2% | |
| Vanguard | — | — | — | $20K | 0.2% | |
| VALIC Separate Account | — | — | — | $20K | 0.2% | |
| VALIC Separate Account | — | — | — | $20K | 0.1% | |
| VALIC Separate Account | — | — | — | $19K | 0.1% | |
| VALIC Separate Account | — | — | — | $12K | <0.1% | |
| VALIC Separate Account | — | — | — | $11K | <0.1% | |
| Vanguard | — | — | — | $11K | <0.1% | |
| VALIC Separate Account | — | — | — | $9K | <0.1% | |
| VALIC Separate Account | — | — | — | $9K | <0.1% | |
| Vanguard | — | — | — | $8K | <0.1% | |
| VALIC Separate Account | — | — | — | $4K | <0.1% | |
| VALIC Separate Account | — | — | — | $4K | <0.1% | |
| VALIC Separate Account | — | — | — | $3K | <0.1% | |
| VALIC Separate Account | — | — | — | $3K | <0.1% | |
| Vanguard | — | — | — | $888 | <0.1% | |
| VALIC Separate Account | — | — | — | $462 | <0.1% | |
| VALIC Separate Account | — | — | — | $116 | <0.1% | |
| VALIC Separate Account | — | — | — | $42 | <0.1% | |
| VALIC Separate Account | — | — | — | $30 | <0.1% | |
| Vanguard | — | — | — | $19 | <0.1% |
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