Plan Snapshot
- Plan Sponsor: Berg Europipe Holding Corp.
- Sponsor EIN: 133203540
- Sponsor Address: 5315 W 19TH STREET PORT INDUSTRIAL, PANAMA CITY, FL, 32401
- Plan Type: 401(k)
- Total Participants: 420
- Total Assets: $55.7M
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 | 420 | $55.7M | $1.8M | $2.9M |
| 2023 | 396 | $50.0M | $1.2M | $2.2M |
| 2022 | 248 | $44.6M | $817,081 | $1.6M |
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 |
|---|---|---|---|---|
| WARREN AVERETT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT, LLC — Auditor
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 | $69,436 | $4,324 | — | — | — |
| 2023 | $118,772 | $10,973 | — | — | — |
| 2022 | $125,532 | $98,609 | $23,614 | — | $3,309 |