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Original filing (PDF)20251009142255NAL0015771090001
BARRIOS TECHNOLOGY
Form 5500
FILING_RECEIVED
BARRIOS TECHNOLOGY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
816
Accounts w/ balance
1,065
Plan assets (EOY)
$135.3M
Net assets (EOY)
$135.3M
How this plan invests
This plan
15 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 32 bps in Schedule C fees — 221% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BARRIOS TECHNOLOGY.
Plan sponsor
Name
BARRIOS TECHNOLOGY
EIN
76-0404611
Address
13100 SPACE CENTER BLVD SUITE 650 · HOUSTON, TX · 77059
Phone
(281) 280-1900
Industry
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
2025-10-09
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)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
HAM, LANGSTON & BREZINA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $227K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DA DAVIDSON & CO | — | GREAT FALLS, MT | INVESTMENT ADVISOR | $153K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $55K | — |
Investments
27 direct securities · 15 pooled funds· $135.3M(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
$79.0M
26 holdings
Pooled Separate Account
$40.4M
15 holdings
Mutual Funds
$15.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GROWTH / JPMORGAN INV MGT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $18.9M | 14.0% | |
| iShares S&P 500 Index K | Mutual Funds | — | — | $15.9M | 11.7% | |
| MFS Value R6 | — | — | — | $10.0M | 7.4% | |
| Mass Mutual Sagic Diversified Bond II | — | — | — | $8.7M | 6.4% | |
| MFS Intl Diversification R6 | — | — | — | $4.9M | 3.6% | |
| MFS New Discovery Value R6 | — | — | — | $4.9M | 3.6% | |
| T ROWE PRICE RETIREMENT 2030 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $4.3M | 3.1% | |
| Victory Sycamore Victory Sycamore Established Value R6 | — | — | — | $4.2M | 3.1% | |
| Fidelity International Index | — | — | — | $4.1M | 3.0% | |
| Vanguard Interm-Term Bond Indx Adm | — | — | — | $3.7M | 2.8% | |
| Vanguard Small Cap Index Adm | — | — | — | $3.6M | 2.7% | |
| Touchstone Large Cap Focused I | — | — | — | $3.6M | 2.7% | |
| Black Rock BlackRock Technology Opportunities SVC | — | — | — | $3.4M | 2.5% | |
| American Funds American Funds Bond Fund of American R6 | — | — | — | $3.4M | 2.5% | |
| DFA Real Estate Securities I | — | — | — | $3.3M | 2.5% | |
| American Century American Century Small Cap Growth R6 | — | — | — | $3.1M | 2.3% | |
| T ROWE PRICE RETIREMENT 2040 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.8M | 2.1% | |
| Vitrus Virtus KAR Mid-Cap Growth I | — | — | — | $2.7M | 2.0% | |
| Fidelity Mid Cap Index | — | — | — | $2.7M | 2.0% | |
| T ROWE PRICE RETIREMENT 2025 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.4M | 1.8% | |
| CORE PLUS BOND / REAMS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 040 | Pooled Separate Account | — | — | $2.3M | 1.7% | |
| T ROWE PRICE RETIREMENT 2020 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.0M | 1.5% | |
| First Eagle First Eagle Global I | — | — | — | $1.9M | 1.4% | |
| T ROWE PRICE RETIREMENT 2035 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.8M | 1.3% | |
| DFA Inflation-Protected Securities I | — | — | — | $1.8M | 1.3% | |
| Mass Mutual MassMutual High Yield I | — | — | — | $1.7M | 1.2% | |
| T. Rowe Price T. Rowe Price Balanced I | — | — | — | $1.7M | 1.2% | |
| American Funds American Funds New World R6 | — | — | — | $1.5M | 1.1% | |
| T ROWE PRICE RETIREMENT 2055 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.5M | 1.1% | |
| T ROWE PRICE RETIREMENT 2060 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.5M | 1.1% | |
| T ROWE PRICE RETIREMENT 2045 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.5M | 1.1% | |
| BNY Mellon BNY Mellon Natural Resource i | — | — | — | $1.3M | 1.0% | |
| T ROWE PRICE RETIREMENT 2050 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $1.1M | 0.8% | |
| Participant loans Participant loans bearing interest at rates ranging from 4.25% to 9.5% per year - | — | — | — | $886K | 0.7% | |
| Vanguard Long-Term Investment Grade Adm | — | — | — | $746K | 0.6% | |
| Lord Abbett Lord Abbett Short Duration Incom R6 | — | — | — | $518K | 0.4% | |
| T ROWE PRICE RETIREMENT 2065 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $421K | 0.3% | |
| Calvert US Calvert US Large Cap Core RSPNB IDX R6 | — | — | — | $359K | 0.3% | |
| Mass Mutual MM Slct TRP Retirement Bal I | — | — | — | $276K | 0.2% | |
| T ROWE PRICE RETIREMENT 2005 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $50K | <0.1% | |
| T ROWE PRICE RETIREMENT 2015 SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $32K | <0.1% | |
| LARGE CAP GROWTH / JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% |
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