Original filing (PDF)20251107091005NAL0000726896001

BARR ENGINEERING CO.

Name: BARR ENGINEERING CO. — BARR ENGINEERING CO. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: BARR ENGINEERING CO.

Form 5500

FILING_RECEIVED

BARR ENGINEERING CO. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

1,059

Accounts w/ balance

1,262

Plan assets (EOY)

$277.1M

Net assets (EOY)

$277.1M

How this plan invests

This plan

12 pooled trusts

Schedule D

34 securities

funds · stocks · CUSIPs

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

Plan health score (directional)

/ 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

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (3 bps vs 10 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARR ENGINEERING CO..

Plan sponsor

Name

BARR ENGINEERING CO.

EIN

41-0905995

Address

4300 MARKETPOINTE DRIVE · SUITE 200 · MINNEAPOLIS, MN · 55435

Phone

(952) 832-2600

Industry

Engineering Services· Professional & Technical Servicessee 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

2025-11-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHWAB RETIREMENT PLAN SERVICES,INC	34-1479833	—	NONE	$82K	—
CHARLES SCHWAB & CO., INC.	94-1737782	—	NONE	$162	—

Investments

27 direct securities · 12 pooled funds· $336.0M(100% 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

$263.8M

27 holdings

Common Collective Trust

$72.3M

12 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index Fund	—	—	—	$39.4M	14.2%
American Funds American Funds Growth Fund of America	—	—	—	$30.7M	11.1%
Dodge & Cox Dodge & Cox Stock Fund X	—	—	—	$22.4M	8.1%
Fidelity US Bond Index Fund	—	—	—	$17.1M	6.2%
STATE STREET TR 2050 NL M Common Collective Trust Fund	—	—	—	$14.9M	5.4%
SS TRGT RET 2050 N-L SERS FD CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 438	Common Collective Trust	—	—	$14.9M	5.4%
Vanguard Wellington Admiral Fund	—	—	—	$14.7M	5.3%
Fidelity Small Cap Growth Fund	—	—	—	$12.4M	4.5%
PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	—	—	$11.7M	4.2%
Dodge & Cox Dodge & Cox International Stock Fund X	—	—	—	$11.2M	4.0%
State Street State Street Target Retirement 2045 Fund	—	—	—	$10.4M	3.8%
SS TRGT RET 2045 N-L SERS FD CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 437	Common Collective Trust	—	—	$10.4M	3.8%
Various Self-Directed Brokerage Accounts	—	—	—	$9.5M	3.4%
JP MORGAN MIDCAP VALUE L Registered Investment Company	—	—	—	$7.7M	2.8%
Fidelity Mid Cap Index Fund	—	—	—	$7.7M	2.8%
State Street State Street Target Retirement 2030 Fund	—	—	—	$7.4M	2.7%
SS TRGT RET 2030 N-L SERS FD CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 434	Common Collective Trust	—	—	$7.4M	2.7%
State Street State Street Target Retirement 2035 Fund	—	—	—	$7.1M	2.6%
SS TRGT RET 2035 N-L SERS FD CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 435	Common Collective Trust	—	—	$7.1M	2.6%
Fidelity Total International Index Fund	—	—	—	$6.7M	2.4%
MASS MUTUAL SLCT MDCP GTH SVC Registered Investment Company	—	—	—	$6.2M	2.3%
Victory Sycamore Victory Sycamore Small Company Opp Fund	—	—	—	$5.5M	2.0%
Fidelity Small Cap Index Fund	—	—	—	$5.1M	1.8%
State Street State Street Target Retirement 2040 Fund	—	—	—	$5.1M	1.8%
SS TRGT RET 2040 N-L SERS FD CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 436	Common Collective Trust	—	—	$5.1M	1.8%
State Street State Street Target Retirement 2055 Fund	—	—	—	$4.5M	1.6%
SS TRGT RET 2055 N-L SERS FD CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 439	Common Collective Trust	—	—	$4.5M	1.6%
State Street State Street Target Retirement 2060 Fund	—	—	—	$4.4M	1.6%
SS TRGT RET 2060 N-L SERS FD CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 424	Common Collective Trust	—	—	$4.4M	1.6%
T Rowe Price T Rowe Price International Discovery I Fund	—	—	—	$4.3M	1.6%
Vanguard Federal Money Market Fund	—	—	—	$3.4M	1.2%
State Street State Street Target Retirement 2025 Fund	—	—	—	$2.5M	0.9%
SS TRGT RET 2025 N-L SERS FD CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 433	Common Collective Trust	—	—	$2.5M	0.9%
SS TRGT RET 2020 N-L SERS FD CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 432	Common Collective Trust	—	—	$1.6M	0.6%
State Street State Street Target Retirement Income Fund	—	—	—	$1.6M	0.6%
STATE STREET TGT RET INC NL CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 440	Common Collective Trust	—	—	$1.6M	0.6%
State Street State Street Target Retirement 2065 Fund	—	—	—	$1.0M	0.4%
SS TRGT RET 2065 N-L SERS FD CL M STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 044	Common Collective Trust	—	—	$1.0M	0.4%
Participants Participant Loans Rates from 4.25% to 9.50% -	—	—	—	$724K	0.3%