Plan Snapshot
- Plan Sponsor: Berendsen, INC.
- Sponsor EIN: 731403688
- Sponsor Address: 401 S BOSTON AVE STE 1200, TULSA, OK, 741034019
- Plan Type: 401(k)
- Total Participants: 268
- Total Assets: $40.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 268 | $40.6M | $598,954 | $2.0M |
| 2023 | 264 | $36.5M | $627,481 | $1.9M |
| 2022 | 267 | $35.9M | $602,820 | $1.8M |
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 |
|---|---|---|---|---|
| STOTTS, ARCHAMBO, MUEGGENBORG & BAR | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $70,763 | $40,166 | — | — | — |
| 2023 | $66,917 | $38,922 | — | — | — |
| 2022 | $82,348 | $10,651 | — | — | — |