Back to filter
Original filing (PDF)20260206153735NAL0005776913001
BARCO, INC.
Form 5500
FILING_RECEIVED
BARCO 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
Late filing · 2.7 mo
Active participants
350
Accounts w/ balance
598
Plan assets (EOY)
$98.3M
Net assets (EOY)
$98.3M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
89
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.7 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARCO, INC..
Plan sponsor
Name
BARCO, INC.
EIN
58-2630126
Address
3059 PREMIERE PARKWAY · SUITE 400 · DULUTH, GA · 30097
Phone
(678) 475-8022
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $125K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKER | $555 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP | 33-0818667 | — | CONSULTING | $62K | — |
Investments
30 direct securities · 1 pooled fund· $102.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$98.3M
30 holdings
Common Collective Trust
$4.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $15.9M | 16.2% | |
| American Century Growth R6 | — | — | — | $10.6M | 10.8% | |
| Charles Schwab Personal Choice Retirement Account (Other | — | — | — | $8.2M | 8.3% | |
| Blackrock Lifepath Index 2030 K | — | — | — | $6.4M | 6.5% | |
| Blackrock Lifepath Index 2035 K | — | — | — | $5.4M | 5.5% | |
| Vanguard Mid Cap Index Adm | — | — | — | $5.0M | 5.1% | |
| The Bank of New Mellon Stable Value I | — | — | — | $4.3M | 4.4% | |
| BNYM INSIGHT STABLE VAL M MELLON · EIN 11-3152988 / PN 001 | Common Collective Trust | — | — | $4.3M | 4.4% | |
| Vanguard Small Cap Index Adm | — | — | — | $4.1M | 4.2% | |
| Blackrock Lifepath Index 2040 K | — | — | — | $4.1M | 4.2% | |
| Blackrock Lifepath Index Retment K | — | — | — | $4.0M | 4.1% | |
| Blackrock Lifepath Index 2045 K | — | — | — | $3.7M | 3.7% | |
| MFS Val R6 | — | — | — | $3.2M | 3.3% | |
| Vanguard Treasury Money Market Inv | — | — | — | $3.2M | 3.3% | |
| American Funds Capital World G/I R6 | — | — | — | $2.5M | 2.6% | |
| Carillon Eagle Mid Cap Gr R6 | — | — | — | $2.2M | 2.2% | |
| Blackrock Lifepath Index 2050 K | — | — | — | $1.8M | 1.9% | |
| Victory Sycamore Est Val R6 | — | — | — | $1.6M | 1.7% | |
| Blackrock Lifepath Index 2055 K | — | — | — | $1.6M | 1.7% | |
| Fidelity US Bd Index | — | — | — | $1.5M | 1.6% | |
| Vanguard FTSE All Wld ex-US Idx Adm | — | — | — | $1.4M | 1.4% | |
| JP Morgan Core Bd R6 | — | — | — | $1.1M | 1.2% | |
| Wasatch Core Gr Instl | — | — | — | $1.1M | 1.1% | |
| Participants Interest rate ranges from 4.25% to 9.50% - | — | — | — | $938K | 1.0% | |
| American Funds EuroPacific Gr R6 | — | — | — | $911K | 0.9% | |
| Dodge & Cox Inc X | — | — | — | $905K | 0.9% | |
| Fidelity Small Cap Val | — | — | — | $874K | 0.9% | |
| PGIM Glbl Real Estate R6 | — | — | — | $696K | 0.7% | |
| Blackrock Lifepath Index 2060 K | — | — | — | $400K | 0.4% | |
| State Street Bank & Cash Reserve Account | — | — | — | $388K | 0.4% | |
| Blackrock Lifepath Index 2065 K | — | — | — | $56K | <0.1% |