# Berger Montague 401(k) Plan
Source: https://planprovider.pro/companies/berger-montague-401k-plan

> Berger Montague's 401(k) plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Berger Montague

- **Sponsor EIN:** 232015918

- **Sponsor Address:** 1818 MARKET STREET, SUITE 3600, PHILADELPHIA, PA, 19103

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

- **Total Participants:** 152

- **Total Assets:** $78.5M

## 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|152|$78.5M|$1.9M|$2.0M|

| 2023|153|$72.0M|$1.6M|$1.7M|

| 2022|125|$63.4M|$1.3M|$1.5M|

## 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|

| CBIZ CPAS P. C.|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|$3,100|—|—|—|—|

| 2023|$1,575|—|—|—|—|

| 2022|$1,260|—|—|—|—|

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