Plan Snapshot
- Plan Sponsor: Berkadia Commercial Mortgage LLC
- Sponsor EIN: 270812934
- Sponsor Address: 323 NORRISTOWN RD, AMBLER, PA, 19002
- Plan Type: 401(k)
- Total Participants: 1,461
- Total Assets: $334.3M
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 | 1,461 | $334.3M | $12.6M | $19.0M |
| 2023 | 1,544 | $283.1M | $12.2M | $18.6M |
| 2022 | 1,507 | $220.0M | $12.2M | $17.5M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $120,750 | — | $120,750 |
| ROCATON INVESTMENT ADVISORS LLC | NONE | $73,824 | — | $73,824 |
| KREISCHER MILLER | NONE | $17,717 | — | $17,717 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KREISCHER MILLER — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $212,291
- Estimated Expense Ratio: 0.063% of plan assets
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 | $208,501 | $73,824 | — | $17,717 | — |
| 2023 | $217,934 | $70,929 | — | $16,190 | — |
| 2022 | $205,929 | $82,168 | — | — | $15,017 |