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Original filing (PDF)20251014081409NAL0001104787001
BARNHARDT MANUFACTURING COMPANY
Form 5500
FILING_RECEIVED
BARNHARDT MANUFACTURING COMPANY 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
236
Accounts w/ balance
406
Plan assets (EOY)
$39.2M
Net assets (EOY)
$39.2M
How this plan invests
This plan
5 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
91
/ 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
85
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARNHARDT MANUFACTURING COMPANY.
Plan sponsor
Name
BARNHARDT MANUFACTURING COMPANY
EIN
56-0134380
Address
1100 HAWTHORNE LANE · CHARLOTTE, NC · 28205
Phone
(704) 376-0380
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
GREERWALKER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST CITIZENS INVESTOR SERVICES | 56-1854695 | — | ADVISOR | $24K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
5 pooled funds· $4.8M(12% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | $2.5M | 6.5% |
| GV AGGRESSIVE CIT 1 BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 103 | Common Collective Trust | $790K | 2.0% |
| GV MODERATE CIT 1 BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 101 | Common Collective Trust | $655K | 1.7% |
| GV CONSERV CIT 1 BENEFIT TRUST COMPANY · EIN 43-0995254 / PN 099 | Common Collective Trust | $488K | 1.2% |
| AB US LG CP GR CIT W GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | $309K | 0.8% |