Plan Snapshot
- Plan Sponsor: Berkeley Bowl Produce INC
- Sponsor EIN: 942803364
- Sponsor Address: 920 HEINZ AVENUE, BERKELEY, CA, 947100000
- Plan Type: 401(k)
- Total Participants: 544
- Total Assets: $37.4M
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 | 544 | $37.4M | $1.5M | $862,424 |
| 2023 | 510 | $34.1M | $1.4M | $784,575 |
| 2022 | 472 | $29.7M | $1.4M | $836,070 |
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 |
|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES LLC | ADVISOR | $85,146 | — | $85,146 |
| THE RETIREMENT PLAN COMPANY LLC | RECORDKEEPER | $65,066 | — | $65,066 |
| ASSOCIATED PENSION CONSULTANTS | NONE | $7,400 | — | $7,400 |
| OBFM ACCOUNTANTS INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE RETIREMENT PLAN COMPANY LLC — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $157,612
- Estimated Expense Ratio: 0.422% 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 | $147,467 | $140,067 | $7,400 | — | — |
| 2023 | $129,986 | $122,886 | $7,100 | — | — |
| 2022 | $135,828 | — | — | — | $135,828 |