# Berkadia Commercial Mortgage LLC 401(k) Plan
Source: https://planprovider.pro/companies/berkadia-commercial-mortgage-llc-401k-plan

> Berkadia Commercial Mortgage LLC's 401(k) plan: 1,461 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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