# Berdon LLP 401(k) Plan
Source: https://planprovider.pro/companies/berdon-llp-401k-plan

> Berdon LLP's 401(k) plan: 351 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Berdon LLP

- **Sponsor EIN:** 130485070

- **Sponsor Address:** 360 MADISON AVENUE, NEW YORK, NY, 10017

- **Plan Type:** 401(k)

- **Total Participants:** 351

- **Total Assets:** $0

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|351|$0|$0|$0|

| 2023|351|$186,734|$0|$704,786|

| 2022|413|$96.0M|$1.3M|$4.8M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EFPR GROUP, CPAS, PLLC|CONSULTANT|$11,000|—|$11,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EFPR GROUP, CPAS, PLLC](https://planprovider.pro/provider/efpr-group-llp) — CONSULTANT

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $11,000

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|—|—|—|—|—|

| 2023|-$2,569|$4,774|$1,200|—|—|

| 2022|-$21,726|$13,312|—|—|—|

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