Plan Snapshot
- Plan Sponsor: Berkel & Company Contractors, INC.
- Sponsor EIN: 480650969
- Sponsor Address: 2649 SOUTH 142ND ST, P.O. BOX 335, BONNER SPRINGS, KS, 66012
- Plan Type: 401(k)
- Total Participants: 422
- Total Assets: $35.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 422 | $35.5M | $917,643 | $1.9M |
| 2023 | 365 | $29.6M | $856,603 | $1.8M |
| 2022 | 346 | $23.4M | $797,484 | $1.7M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 | $186,319 | $90,990 | $32,159 | — | — |
| 2023 | $143,705 | — | $143,705 | — | — |
| 2022 | $146,706 | $146,706 | — | — | — |