Barry's Bootcamp Holdings 401(k) match, vesting and fees
What Barry's Bootcamp Holdings' 401(k) plan says about matching contributions
The Company may also make matching and profit sharing contributions to the Plan, however no such contributions were made in 2024 or 2023.
Quoted directly from the filing. Plan terms may have changed; check your current Summary Plan Description.
Plan features
Indented passages are quoted word for word from the audit report; plan terms may have changed since, so check your current Summary Plan Description.
| Employer match | Quoted from the filing above | 2024 audit report, p. 33 ↗ |
| Match vesting | Participants are immediately vested in their contributions plus actual earnings thereon. Participants are also 100% vested in the Company’s matching and profit sharing contributions after six years of credited services (6 year graded). | 2024 audit report, p. 33 ↗ |
| Automatic enrollment | The Plan includes an automatic deferral arrangement whereby all newly eligible employees are automatically enrolled in the plan at a deferral rate set at 1%, unless an affirmative election is made otherwise. This automatic deferral rate increases 1% per year up to a maximum of 3% of compensation. | 2024 audit report, p. 33 ↗ |
| Loans | Participants may borrow up to maximum equal to the lesser of $50,000 or 50% of their vested account balance. Loans are secured by the balance in the participant’s account and bear interest at a rate commensurate with prevailing prime rates. Interest rates on loans outstanding as of December 31, 2024 and 2023 were between 4.25% to 9.50%. | 2024 audit report, p. 34 ↗ |
| Recordkeeper | Empower Annuity Insurance Company | 2025 Schedule C ↗ |
| Independent auditor | Bland & Associates, PC (unmodified opinion, limited scope) | 2025 Schedule H ↗ |
| Plan type and status | 401(k) · Active | 2025 Form 5500 ↗ |
Match, vesting and other plan features are from the plan year 2024 filing's audit report (the latest one extracted so far). Rows cited to the Form 5500 and its schedules are from the plan year 2025 filing.
How the plan compares
Plan year 2025 medians for 54 defined-contribution plans in other services with 1,000 to 4,999 participants.
| Barry's Bootcamp Holdings: employer contribution per participant | $3 | |
| Peer median | $1,949 |
| Barry's Bootcamp Holdings: average balance | $7,218 | |
| Peer median | $68,107 |
| Barry's Bootcamp Holdings: admin expenses ÷ assets | 1.44% | |
| Peer median | 0.14% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.2M at the end of plan year 2022 to $9.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,300 | $9.1M | $4,001 | $3 | 1.44% | Not published | Form 5500 ↗ |
| 2024 | 1,187 | $6.6M | $896 | $1 | 1.50% | Quoted in the audit report, p. 33 ↗ | Form 5500 ↗ |
| 2023 | 1,281 | $4.9M | $0 | $0 | 1.38% | Not published | Form 5500 ↗ |
| 2022 | 927 | $3.2M | $0 | $0 | 1.16% | Not published | Form 5500 ↗ |
Common questions
Does Barry's Bootcamp Holdings match 401(k) contributions?
The audit report attached to the Barry'S Bootcamp Holdings, LLC 401(k) Plan's plan year 2024 Form 5500, page 33 says: “The Company may also make matching and profit sharing contributions to the Plan, however no such contributions were made in 2024 or 2023.” Plan terms may have changed; check your current Summary Plan Description.
When is the Barry's Bootcamp Holdings 401(k) match vested?
The audit report attached to the plan year 2024 Form 5500, page 33 says: “Participants are immediately vested in their contributions plus actual earnings thereon. Participants are also 100% vested in the Company’s matching and profit sharing contributions after six years of credited services (6 year graded).”
Who manages the Barry's Bootcamp Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is Barry'S Bootcamp Holdings, LLC.
I left Barry's Bootcamp Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Barry'S Bootcamp Holdings, LLC, (323) 488-2148) or the recordkeeper, Empower Annuity Insurance Company. The Barry's Bootcamp Holdings old 401(k) page lists the contacts from every plan filing. Find an old Barry's Bootcamp Holdings 401(k)
Data from the public Form 5500 annual reports Barry's Bootcamp Holdings filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Barry's Bootcamp Holdings. Not financial advice. Report a correction · Methodology