Plan Snapshot
- Plan Sponsor: Berg Hill Greenleaf & Ruscitti LLP
- Sponsor EIN: 841605707
- Sponsor Address: 1712 PEARL STREET, BOULDER, CO, 80302
- Plan Type: DC
- Total Participants: 109
- Total Assets: $16.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 109 | $16.7M | $608,900 | $1.2M |
| 2023 | 98 | $13.4M | $497,852 | $1.1M |
| 2022 | 99 | $10.5M | $434,038 | $876,849 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $26,417 | $5,451 | — | — | — |
| 2023 | $27,052 | $7,995 | — | — | — |
| 2022 | $412,093 | — | $28,857 | — | — |