Plan Snapshot
- Plan Sponsor: Berger Singerman, LLP
- Sponsor EIN: 453121429
- Sponsor Address: 201 EAST LAS OLAS BOULEVARD, FORT LAUDERDALE, FL, 33301
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $68.8M
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 | 159 | $68.8M | $1.8M | $2.3M |
| 2023 | 143 | $59.1M | $1.6M | $2.0M |
| 2022 | 144 | $50.6M | $1.5M | $1.8M |
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 |
|---|---|---|---|---|
| BERKOWITZ POLLACK BRANT ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERKOWITZ POLLACK BRANT ADVISORS — 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 | $123,633 | $63,039 | $12,639 | — | — |
| 2023 | $110,434 | — | $110,434 | — | — |
| 2022 | $101,858 | — | $101,858 | — | — |