How big is BARC Developmental Services' plan?

BARC Developmental Services' plan reported $13.0M in assets and 236 participants for 2024.

Original filing (PDF)20260306140032NAL0008239552001

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 Thrift Plan

403(b) retirement plan · BARC Developmental Services' BARC Developmental Services Thrift Plan held $13.0M in plan assets for 236 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

236

Accounts w/ balance

230

Plan assets (EOY)

$13.0M

Net assets (EOY)

$13.0M

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 002

Plan year 2024

ACK ID 20260306140032NAL0008239552001

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 ERISA 404(c) participant direction, a 403(b) annuity.

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

61 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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

Knocking points off

Total administrative cost in the bottom quartile of peers (9th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (25th percentile).

Plan sponsor

Name

BARC DEVELOPMENTAL SERVICES

EIN

all filings

Address

P.O. BOX 470 · 4950 YORK ROAD · HOLICONG, PA · 18928

Phone

(215) 794-0800

Industry

Health Care & Social Assistance

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 rows

Other service providers

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)

Mutual Funds

$8.2M

18 holdings

Pooled Separate Accounts

$2.6M

39 holdings

Other securities

$2.2M

4 holdings

					% of plan
Fidelity	Mutual Funds	—	—	$2.1M	16.2%
Fidelity	Mutual Funds	—	—	$1.7M	12.8%
VALIC General Account	Other securities	—	—	$1.2M	9.3%
Fidelity	Mutual Funds	—	—	$953K	7.3%
Fidelity	Mutual Funds	—	—	$800K	6.1%
VALIC General Account	Other securities	—	—	$757K	5.8%
PIMCO	Mutual Funds	—	—	$751K	5.8%
Fidelity	Mutual Funds	—	—	$731K	5.6%
VALIC Separate Account	Pooled Separate Accounts	—	—	$526K	4.0%
VALIC Separate Account	Pooled Separate Accounts	—	—	$498K	3.8%
Vanguard	Mutual Funds	—	—	$343K	2.6%
Vanguard	Mutual Funds	—	—	$213K	1.6%
Vanguard	Mutual Funds	—	—	$203K	1.6%
VALIC Separate Account	Pooled Separate Accounts	—	—	$182K	1.4%
Vanguard	Mutual Funds	—	—	$172K	1.3%
Notes receivable from participants	Other securities	—	—	$161K	1.2%
VALIC Separate Account	Pooled Separate Accounts	—	—	$159K	1.2%
VALIC Separate Account	Pooled Separate Accounts	—	—	$153K	1.2%
VALIC Separate Account	Pooled Separate Accounts	—	—	$118K	0.9%
Fidelity	Mutual Funds	—	—	$117K	0.9%
VALIC Separate Account	Pooled Separate Accounts	—	—	$83K	0.6%
VALIC General Account	Other securities	—	—	$81K	0.6%
VALIC Separate Account	Pooled Separate Accounts	—	—	$79K	0.6%
VALIC Separate Account	Pooled Separate Accounts	—	—	$69K	0.5%
VALIC Separate Account	Pooled Separate Accounts	—	—	$67K	0.5%
VALIC Separate Account	Pooled Separate Accounts	—	—	$64K	0.5%
VALIC Separate Account	Pooled Separate Accounts	—	—	$52K	0.4%
Vanguard	Mutual Funds	—	—	$47K	0.4%
VALIC Separate Account	Pooled Separate Accounts	—	—	$47K	0.4%
VALIC Separate Account	Pooled Separate Accounts	—	—	$46K	0.4%
VALIC Separate Account	Pooled Separate Accounts	—	—	$46K	0.3%
VALIC Separate Account	Pooled Separate Accounts	—	—	$44K	0.3%
VALIC Separate Account	Pooled Separate Accounts	—	—	$40K	0.3%
VALIC Separate Account	Pooled Separate Accounts	—	—	$38K	0.3%
VALIC Separate Account	Pooled Separate Accounts	—	—	$35K	0.3%
VALIC Separate Account	Pooled Separate Accounts	—	—	$32K	0.2%
VALIC Separate Account	Pooled Separate Accounts	—	—	$25K	0.2%
VALIC Separate Account	Pooled Separate Accounts	—	—	$24K	0.2%
VALIC Separate Account	Pooled Separate Accounts	—	—	$23K	0.2%
VALIC Separate Account	Pooled Separate Accounts	—	—	$23K	0.2%
Vanguard	Mutual Funds	—	—	$20K	0.2%
Vanguard	Mutual Funds	—	—	$20K	0.2%
VALIC Separate Account	Pooled Separate Accounts	—	—	$20K	0.2%
VALIC Separate Account	Pooled Separate Accounts	—	—	$20K	0.1%
VALIC Separate Account	Pooled Separate Accounts	—	—	$19K	0.1%
VALIC Separate Account	Pooled Separate Accounts	—	—	$12K	<0.1%
VALIC Separate Account	Pooled Separate Accounts	—	—	$11K	<0.1%
Vanguard	Mutual Funds	—	—	$11K	<0.1%
VALIC Separate Account	Pooled Separate Accounts	—	—	$9K	<0.1%
VALIC Separate Account	Pooled Separate Accounts	—	—	$9K	<0.1%