Plan Snapshot
- Plan Sponsor: Bergey'S Incorporated
- Sponsor EIN: 231929243
- Sponsor Address: 462 HARLEYSVILLE PIKE, SOUDERTON, PA, 18964
- Plan Type: 401(k)
- Total Participants: 1,568
- Total Assets: $127.1M
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 | 1,568 | $127.1M | $2.4M | $6.8M |
| 2023 | 1,513 | $106.6M | $2.4M | $6.3M |
| 2022 | 1,418 | $88.5M | $2.8M | $5.3M |
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 |
|---|---|---|---|---|
| BOYER & RITTER 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 | $237,065 | $40,032 | $123,855 | — | — |
| 2023 | $211,236 | $40,000 | $107,009 | — | — |
| 2022 | $191,963 | $40,000 | $123,173 | — | $28,790 |