# Bergey'S Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/bergey-s-incorporated-401k-plan

> Bergey'S Incorporated's 401(k) plan: 1,568 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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