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Original filing (PDF)20250708124556NAL0004683537001
BARLEY SNYDER LLP
Form 5500
FILING_RECEIVED
BARLEY SNYDER PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 2
No recordkeeper disclosed15 service providers
Active participants
214
Accounts w/ balance
232
Plan assets (EOY)
$32.2M
Net assets (EOY)
$32.2M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 · 17602
Phone
(717) 299-5201
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 82-1434504 | DALLAS, TX | NONE | $33K | — |
| BAKER TILLY US, LLP | 39-0859910 | — | NONE | $16K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $13K | — |
| CONRAD SIEGEL | 23-1669823 | HARRISBURG, PA | NONE | $12K | — |
| DIMENSIONAL FUND ADVISORS LP | 30-0447847 | — | NONE | $0 | — |
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
| FIDELITY MANAGEMENT & RESEARCH COMP | 06-1194217 | — | NONE | $0 | — |
| INVESCO ADVISERS, INC. | 76-0528004 | — | NONE | $0 | — |
| LORD, ABBETT & CO LLC | — | JERSEY CITY, NJ | NONE | $0 | — |
| MASSACHUSETTS FINANCIAL SERVICES CO | — | BOSTON, MA | NONE | $0 | — |
| AMERICAN CENTURY INVESTMENT MANAGEM | 44-6006315 | — | NONE | $0 | — |
| CAPITAL RESEARCH AND MANAGEMENT COM | 95-1411037 | — | NONE | $0 | — |
| BLACKROCK ADVISORS, LLC | 51-0318674 | — | NONE | $0 | — |
| PACIFIC INVESTMENT MANAGEMENT COMPA | 95-2632339 | — | NONE | $0 | — |
| MORELY CAPITAL | — | PORTLAND, OR | NONE | $0 | — |
Investments
28 direct securities · 1 pooled fund· $30.4M(95% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$24.5M
27 holdings
Mutual Funds
$5.1M
1 holding
Common Collective Trust
$799K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral N/R | Mutual Funds | — | — | $5.1M | 15.8% | |
| American Century Growth R6 N/R | — | — | — | $4.2M | 13.0% | |
| Vanguard Target Retirement 2030 Fund N/R | — | — | — | $3.1M | 9.6% | |
| Vanguard Target Retirement 2040 Fund N/R | — | — | — | $2.4M | 7.5% | |
| Dodge & Cox Income FD N/R | — | — | — | $2.2M | 6.8% | |
| Vanguard Target Retirement 2025 Fund N/R | — | — | — | $1.5M | 4.8% | |
| Vanguard Target Retirement 2035 Fund N/R | — | — | — | $1.2M | 3.7% | |
| Fidelity Investments International Index Fund N/R | — | — | — | $1.1M | 3.4% | |
| Vanguard Equity Income Fund Admiral N/R | — | — | — | $1.0M | 3.2% | |
| Fidelity Investments Mid Cap Index N/R | — | — | — | $1.0M | 3.2% | |
| Vanguard Target Retirement 2045 Fund N/R | — | — | — | $944K | 2.9% | |
| Vanguard Target Retirement 2020 Fund N/R | — | — | — | $826K | 2.6% | |
| MORLEY STABLE VALUE FUND MORLEY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $799K | 2.5% | |
| American Balanced R6 N/R | — | — | — | $674K | 2.1% | |
| MFS Mid Cap Value R6 N/R | — | — | — | $602K | 1.9% | |
| BlackRock High Yield Bond K N/R | — | — | — | $491K | 1.5% | |
| Vanguard Target Retirement 2050 Fund N/R | — | — | — | $471K | 1.5% | |
| Vanguard Target Retirement Income N/R | — | — | — | $429K | 1.3% | |
| Dimensional Fund Advisors US Targeted Value N/R | — | — | — | $398K | 1.2% | |
| BlackRock High Yield K N/R | — | — | — | $345K | 1.1% | |
| Invesco Oppenheimer Discovery N/R | — | — | — | $312K | 1.0% | |
| Fidelity Investments Small Cap Index N/R | — | — | — | $285K | 0.9% | |
| American Funds New World R6 N/R | — | — | — | $273K | 0.8% | |
| Fidelity Investments Real Estate Investor N/R | — | — | — | $177K | 0.6% | |
| Ivy Mid Cap Growth Fund CL N N/R | — | — | — | $176K | 0.5% | |
| Vanguard Target Retirement 2055 Fund N/R | — | — | — | $145K | 0.5% | |
| American Funds US Gov Security R6 N/R | — | — | — | $91K | 0.3% | |
| Vanguard Target Retirement 2055 Fund N/R | — | — | — | $79K | 0.2% | |
| PIMCO International Bond US Dollar Hedge N/R | — | — | — | $54K | 0.2% |