Plan Snapshot
- Plan Sponsor: Berger Transfer & Storage, INC.
- Sponsor EIN: 410677589
- Sponsor Address: 2950 LONG LAKE RD, ROSEVILLE, MN, 551131050
- Plan Type: 401(k)
- Total Participants: 370
- Total Assets: $35.2M
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 | 370 | $35.2M | $400,043 | $2.0M |
| 2023 | 372 | $34.8M | $324,983 | $2.0M |
| 2022 | 381 | $30.8M | $450,000 | $1.9M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $42,487 | — | $42,487 | — | — |
| 2023 | $38,353 | — | $38,353 | — | — |
| 2022 | $37,696 | — | $37,696 | — | — |