Plan Snapshot
- Plan Sponsor: Berkeley Research Group, LLC
- Sponsor EIN: 271451273
- Sponsor Address: 1800 M STREET SECOND FLOOR, WASHINGTON, DC, 20036
- Plan Type: 401(k)
- Total Participants: 1,470
- Total Assets: $303.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,470 | $303.3M | $13.7M | $21.9M |
| 2023 | 1,401 | $257.9M | $12.0M | $19.6M |
| 2022 | 1,262 | $199.7M | $10.1M | $16.7M |
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 |
|---|---|---|---|---|
| COMYNS,SMITH,MCCLEARY & DEAVER LLP | Auditor | — | — | $0 |
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 | $226,227 | — | — | — | — |
| 2023 | $196,135 | $9 | — | — | — |
| 2022 | $192,875 | $119,656 | $73,219 | — | — |