Back to filter
Original filing (PDF)20250623115022NAL0003701267001
BARLEY SNYDER LLP
Form 5500
FILING_RECEIVED
BARLEY SNYDER SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
250
Accounts w/ balance
307
Plan assets (EOY)
$62.1M
Net assets (EOY)
$61.8M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — 141% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARLEY SNYDER LLP.
Plan sponsor
Name
BARLEY SNYDER LLP
EIN
23-1499543
Address
126 EAST KING STREET · LANCASTER, PA · 176022893
Phone
(717) 299-5201
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FULTON FINANCIAL ADVISORS | 23-1928421 | — | NONE | $240K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using FULTON FINANCIAL ADVISORS
CLAIR GLOBAL CORPORATION
CLAIR GLOBAL CORPORATION 401(K) PLAN
$114.9M · 1,426 participants
EDWIN L. HEIM COMPANY
EDWIN L HEIM CO 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN
$88.2M · 172 participants
FULTON FINANCIAL CORPORATION
FULTON FINANCIAL AFFILIATES DEFINED BENEFIT PENSION PLAN
$85.6M · 76 participants
COMMUNITY SERVICES GROUP, INC.
COMMUNITY SERVICES GROUP 401(K) RETIREMENT PLAN
$53.6M · 1,108 participants
SCHAEDLER YESCO DISTRIBUTION INC.
SCHAEDLER YESCO DISTRIBUTION INC. EMPLOYEE STOCK OWNERSHIP PLAN
$47.4M · 404 participants
FARMER BOY AG, INC.
FARMER BOY AG, INC. 401(K) PROFIT SHARING PLAN
$23.9M · 123 participants
Similar-size Law Offices plans
KEGLER, BROWN, HILL & RITTER CO., L.P.A.
KEGLER, BROWN, HILL & RITTER EMPLOYEES' 401(K) RETIREMENT PLAN
$62.1M · 108 participants
LERNER DAVID LLP
LERNER DAVID RETIREMENT PLAN
$62.1M · 104 participants
SHERRARD ROE VOIGT & HARBISON, PLC
SHERRARD ROE VOIGT & HARBISON, PLC 401(K) PROFIT SHARING PLAN
$62.1M · 74 participants
SCHULTE ROTH & ZABEL LLP
SCHULTE ROTH & ZABEL LLP ASSOCIATES SAVINGS PLAN
$62.0M · 206 participants
KOLEY JESSEN P.C., L.L.O.
KOLEY JESSEN P.C. 401(K) PLAN
$62.0M · 213 participants
INSTITUTE FOR JUSTICE
INSTITUTE FOR JUSTICE 401(K) PLAN
$62.4M · 168 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B