# Bergaila & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bergaila-associates-inc-plan

> Bergaila & Associates, INC.'s 401(k) plan: 51 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bergaila & Associates, INC.

- **Sponsor EIN:** 760215121

- **Sponsor Address:** 10300 TOWN PARK DRIVE, HOUSTON, TX, 77072

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

- **Total Participants:** 51

- **Total Assets:** $1.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|51|$1.8M|$0|$108,492|

| 2023|57|$2.1M|$0|$160,891|

| 2022|94|$1.8M|$0|$300,428|

## 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|

| CALVETTI FERGUSON, 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|$627,163|—|$937|—|—|

| 2023|$227,657|—|$1,417|—|—|

| 2022|$1,011|—|—|—|—|

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