Plan Snapshot
- Plan Sponsor: Berexco LLC
- Sponsor EIN: 270937886
- Sponsor Address: 2020 N BRAMBLEWOOD ST, WICHITA, KS, 672061094
- Plan Type: 401(k)
- Total Participants: 214
- Total Assets: $32.4M
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 | 214 | $32.4M | $662,507 | $1.5M |
| 2023 | 212 | $29.8M | $598,350 | $1.4M |
| 2022 | 193 | $25.7M | $522,915 | $1.2M |
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 |
|---|---|---|---|---|
| GJ & COMPANY, LLC | 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 | $80,255 | — | — | — | — |
| 2023 | $76,528 | — | — | — | — |
| 2022 | $83,930 | — | — | — | — |