# Berks New Homes, LLC 401(k) Plan
Source: https://planprovider.pro/companies/berks-new-homes-llc-401k-plan

> Berks New Homes, LLC's 401(k) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Berks New Homes, LLC

- **Sponsor EIN:** 823505051

- **Sponsor Address:** 3335 MORGANTOWN ROAD, MOHNTON, PA, 195400007

- **Plan Type:** 401(k)

- **Total Participants:** 172

- **Total Assets:** $7.9M

## 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|172|$7.9M|$396,526|$960,918|

| 2023|170|$6.5M|$321,817|$783,064|

| 2022|145|$4.7M|$241,016|$600,069|

## 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|

| PCS RETIREMENT, LLC|RECORD KEEPER|$31,531|—|$31,531|

| SIMON LEVER LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PCS RETIREMENT, LLC](https://planprovider.pro/provider/pcs-retirement-llc) — RECORD KEEPER

- [SIMON LEVER LLC](https://planprovider.pro/provider/simon-lever-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $31,531

- **Estimated Expense Ratio:** 0.400% 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|$31,801|$170|—|—|—|

| 2023|$33,944|$33,659|$210|—|—|

| 2022|$42,909|—|$42,909|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/berks-new-homes-llc-401k-plan)

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