# Berkeley Bowl Produce INC 401(k) Plan
Source: https://planprovider.pro/companies/berkeley-bowl-produce-inc-401k-plan

> Berkeley Bowl Produce INC's 401(k) plan: 544 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ameritas-retirement-plans) — 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|

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