# Berg Senior Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/berg-senior-services-llc-401k-plan

> Berg Senior Services, LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Berg Senior Services, LLC

- **Sponsor EIN:** 100006094

- **Sponsor Address:** 1036 COUNTRY CLUB DRIVE, MORAGA, CA, 945561709

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

- **Total Participants:** 0

- **Total Assets:** $10.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|0|$10.8M|$208,896|$467,749|

| 2023|152|$9.5M|$201,304|$450,334|

| 2022|139|$8.0M|$211,020|$456,141|

## 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|

| APRIO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [APRIO LLP](https://planprovider.pro/provider/aprio-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|$2,730|—|$2,730|—|—|

| 2023|$2,160|—|$2,160|—|—|

| 2022|$1,800|—|$1,800|—|—|

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