# Bergmeyer Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bergmeyer-associates-inc-401k-plan

> Bergmeyer Associates, INC.'s 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Bergmeyer Associates, INC.

- **Sponsor EIN:** 042557775

- **Sponsor Address:** 51 SLEEPER ST, BOSTON, MA, 022101276

- **Plan Type:** 401(k)

- **Total Participants:** 0

- **Total Assets:** $0

## 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|0|$0|$0|$0|

| 2023|116|$12.6M|$71,329|$763,870|

| 2022|123|$10.7M|$222,545|$766,514|

## 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|

| GRAY, GRAY & GRAY LLP|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|$11,024|—|$11,024|—|—|

| 2023|$50,032|—|$50,032|—|—|

| 2022|$47,235|—|$47,235|—|—|

## Similar Plans

- [Cbt/Childs Bertman Tseckares INC.](https://planprovider.pro/companies/cbt-childs-bertman-tseckares-inc-plan-001) — 125 participants

- [The Architectural Team, INC.](https://planprovider.pro/companies/the-architectural-team-inc-401k-plan) — 96 participants

- [Dimella Shaffer Associates, INC.](https://planprovider.pro/companies/dimella-shaffer-associates-inc-401k-plan) — 84 participants

- [Mass Design Group Ltd](https://planprovider.pro/companies/mass-design-group-ltd-401k-plan) — 80 participants

- [Elkus Manfredi Architects Ltd.](https://planprovider.pro/companies/elkus-manfredi-architects-ltd-401k-plan) — 153 participants

- [Safdie Architects LLC](https://planprovider.pro/companies/safdie-architects-llc-401k-plan) — 65 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bergmeyer-associates-inc-401k-plan)

© 2026 PlanProvider.Pro