Barr Management, Ltd 401(k) Plan: Login, Facts & Contact Information

Barr Management, Ltd 401(k) Plan Facts

Plan name
BARR MANAGEMENT, LTD. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BARR MANAGEMENT, LTD.
Participants
204 (188 active employees)
Former employees with a balance
14
Plan assets
$7,000,748 at Dec 31, 2024
Average account balance
$64,822 across 108 accounts
Employer contributions
$87,320 in plan year 2024 (19% of all contributions)
Recordkeeper
Capital Group Retirement Plan Svcs.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1996
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $456,671 went into the plan in contributions, $87,320 of it from the employer (19%).
  • $359,101 was paid out to participants.
  • Investment and other income added $583,999.
  • Administrative expenses were $12,841, about $119 per account.

How the Barr Management, Ltd 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019270$5.28 million$63,080$147,570
2020255$5.80 million$65,641$464,601
2021326$6.40 million$80,051$491,737
2022261$5.55 million$78,187$304,518
2023225$6.33 million$84,157$340,926
2024204$7.00 million$87,320$359,101

Barr Management, Ltd 401(k) Contact Information

Phone
773-274-5700
Mailing address
2400 WEST DEVON AVENUE, CHICAGO IL 60659
Plan sponsor
BARR MANAGEMENT, LTD.
Employer identification number (EIN)
36-3000296
Plan number
001

Questions about the Barr Management, Ltd 401(k)

Does Barr Management, Ltd contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $87,320, 19% of all contributions.

Does the Barr Management, Ltd 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Barr Management, Ltd 401(k) plan?

204 participants at the start of plan year 2024, 188 of them active employees, and 14 former employees who still had money in the plan.

What is the average 401(k) balance at Barr Management, Ltd?

About $64,822 per account: $7.00 million in plan assets across 108 accounts with a balance at the end of plan year 2024.

Who manages the Barr Management, Ltd 401(k) accounts?

Capital Group / American Funds (listed on the filing as CAPITAL GROUP RETIREMENT PLAN SVCS.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Barr Management, Ltd. How do I access my 401(k)?

Your account stays with Capital Group / American Funds after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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