Plan Snapshot
- Plan Sponsor: Berger Rental Communities
- Sponsor EIN: 863977367
- Sponsor Address: 950 WEST VALLEY ROAD, SUITE 2500, WAYNE, PA, 19087
- Plan Type: 401(k)
- Total Participants: 307
- Total Assets: $8.9M
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 | 307 | $8.9M | $381,366 | $1.2M |
| 2023 | 240 | $7.8M | $382,534 | $1.0M |
| 2022 | 255 | $6.1M | $362,435 | $971,682 |
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 |
|---|---|---|---|---|
| STEPHANO SLACK LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STEPHANO SLACK 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 | $59,096 | $29,350 | — | — | — |
| 2023 | $47,632 | — | — | — | — |
| 2022 | $31,596 | — | $31,596 | — | — |