Jonathan Klein signed BARR Management, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BARR Management, Ltd.'s EIN is 36-3000296.
Download the official 2024 Form 5500 (PDF) for BARR Management, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BARR Management, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $475 | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL INSURANCE PRODUCERS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date Retirement | Mutual Funds | — | — | $1.2M | 17.5% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $1.1M | 15.2% | |
| American Funds 2020 Target Date Retirement | Mutual Funds | — | — | $982K | 14.0% | |
| American Funds 2015 Target Date Retirement | Mutual Funds | — | — | $801K | 11.4% | |
| American Funds 2040 Target Date Retirement | Mutual Funds | — | — | $739K | 10.6% | |
| American Funds 2045 Target Date Retirement | Mutual Funds | — | — | $673K | 9.6% | |
| American Funds 2035 Target Date Retirement | Mutual Funds | — | — | $395K | 5.6% | |
| American Funds 2025 Target Date Retirement | Mutual Funds | — | — | $323K | 4.6% | |
| Participant Loans (maturity dates ranging from March 2025 to October 2029, interest rates ranging from 4.25% to 9.50%) | Bonds / Notes | — | — | $303K | 4.3% | |
| American Funds 2055 Target Date Retirement | Mutual Funds | — | — | $278K | 4.0% | |
| American Funds 2050 Target Date Retirement | Mutual Funds | — | — | $192K | 2.7% | |
| American Funds 2060 Target Date Retirement | Mutual Funds | — | — | $15K | 0.2% | |
| American Funds US Government Money Market | Mutual Funds | — | — | $6K | <0.1% | |
| American Funds 2010 Target Date Retirement | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3584809 |
| — |
| SERVICE PROVIDER |
| $5K |
| — |
