Back to filter
Original filing (PDF)20251002045025NAL0000087939001
BARINGA PARTNERS, LP
Form 5500
FILING_RECEIVED
BARINGA PARTNERS 401(K) PLAN
401(k) retirement plan
Signals · 2
~358 bps in Sched C feesNo recordkeeper disclosed
Active participants
120
Accounts w/ balance
158
Plan assets (EOY)
$5.7M
Net assets (EOY)
$5.7M
How this plan invests
This plan
34 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
- 358 bps in Schedule C fees — 589% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARINGA PARTNERS, LP.
Plan sponsor
Name
BARINGA PARTNERS, LP
EIN
30-0885374
Address
155 E 44TH STREET, · 22ND FLOOR · NEW YORK, NY · 10017
Phone
(646) 396-5373
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3B · Covers self-employed individuals
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | — | ROLLING MEADOWS, IL | ADVISOR | $122K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | — | PHILADELPHIA, PA | CONTRACT ADMINISTRATOR | $81K | — |
Investments
34 direct securities· $5.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Instl Prem | — | — | — | $763K | 13.4% | |
| Fidelity Freedom Index 2050 Instl Prem | — | — | — | $734K | 12.9% | |
| Fidelity Freedom Index 2060 Instl Prem | — | — | — | $534K | 9.4% | |
| Fidelity Freedom Index 2045 Instl Prem | — | — | — | $464K | 8.2% | |
| Fidelity 500 Index | — | — | — | $390K | 6.9% | |
| AB Large Cap Growth Z | — | — | — | $344K | 6.1% | |
| Fidelity Total Market Index | — | — | — | $298K | 5.2% | |
| Fidelity Freedom Index 2035 Instl Prem | — | — | — | $272K | 4.8% | |
| BlackRock Mid-Cap Value Fund Class K | — | — | — | $248K | 4.4% | |
| Fidelity Freedom Index 2040 Instl Prem | — | — | — | $230K | 4.1% | |
| Vanguard Value Index Adm | — | — | — | $225K | 4.0% | |
| Fidelity Freedom Index 2065 Instl Prm | — | — | — | $222K | 3.9% | |
| AdvisorTrust, Inc. American Century Small Cap Growth R6 | — | — | — | $103K | 1.8% | |
| Fidelity Emerging Markets | — | — | — | $100K | 1.8% | |
| PIMCO RAE US Small Fund Institutional Cl | — | — | — | $91K | 1.6% | |
| Fidelity Mid Cap Index | — | — | — | $73K | 1.3% | |
| FullerThaler Behavioral Small-Cap Eq-R6 | — | — | — | $69K | 1.2% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $63K | 1.1% | |
| Brown Advisory Sustainable Growth I | — | — | — | $62K | 1.1% | |
| AdvisorTrust, Inc. Interest-bearing cash - Modern Bank Deposit Account | — | — | — | $53K | 0.9% | |
| Participants Participant notes receivable with the interest rates ranging from 9.0 percent to 9.5 percent - | — | — | — | $43K | 0.8% | |
| Calvert International Responsible Index | — | — | — | $38K | 0.7% | |
| PGIM High Yield R6 | — | — | — | $33K | 0.6% | |
| Fidelity Freedom Index 2030 Instl Prem | — | — | — | $31K | 0.5% | |
| Principal Real Estate Securities Fd R-6 | — | — | — | $29K | 0.5% | |
| Fidelity Freedom Index 2025 Instl Prem | — | — | — | $29K | 0.5% | |
| PIMCO International Bond (USD-Hdg) Instl | — | — | — | $28K | 0.5% | |
| Parametric International Equity R6 | — | — | — | $25K | 0.4% | |
| Vanguard Global ESG Select Stk Admiral | — | — | — | $19K | 0.3% | |
| Fidelity US Sustainability Index Fund | — | — | — | $15K | 0.3% | |
| Macquarie Mid Cap Growth R6 | — | — | — | $5K | <0.1% | |
| Fidelity Freedom Index 2020 Instl Prem | — | — | — | $4K | <0.1% | |
| Fidelity Freedom Index 2015 Instl Prem | — | — | — | $2K | <0.1% | |
| Fidelity Freedom Index Inc Instl Prem | — | — | — | $2K | <0.1% |
Related plans
Other plans using GALLAGHER FIDUCIARY ADVISORS, LLC
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEES
NATIONAL ELEVATOR INDUSTRY PENSION PLAN
$11.2B · 28,308 participants
SOUTHERN COMPANY SERVICES, INC.
THE SOUTHERN COMPANY EMPLOYEE SAVINGS PLAN
$9.3B · 28,079 participants
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLAN
ELEVATOR CONSTRUCTORS ANNUITY AND 401(K) RETIREMENT PLAN
$7.3B · 28,341 participants
BOARD OF TRUSTEES OF NYCDCC PENSION FUND
NEW YORK DISTRICT COUNCIL OF CARPENTERS PENSION PL
$5.1B · 10,590 participants
PENSION COMMITTEE OF MLB PLAYERS BENEFIT PLAN
MAJOR LEAGUE BASEBALL PLAYERS PENSION PLAN
$4.8B · 1,098 participants
Similar-size Construction plans
CBP ENVIRONMENTAL, INC.
CBP ENVIRONMENTAL, INC. 401K PLAN
$5.7M · 140 participants
SEABROOK LAND COMPANY, LLC
SEABROOK LAND 401(K) PLAN
$5.7M · 213 participants
BCCK HOLDING COMPANY
BCCK HOLDING 401K PLAN
$5.7M · 89 participants
M AND B SERVICES, LLC
M AND B GROUP INC. 401(K) PLAN AND TRUST
$5.7M · 57 participants
MAVERICK CONSTRUCTION CORP.
MAVERICK CONSTRUCTION CORP. 401(K) PROFIT SHARING PLAN
$5.7M · 52 participants
ROBERT F. AUDET, INC.
THE CONTRACTORS RETIREMENT PLAN
$5.7M · 32 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B