# Berkshire Hathaway Specialty Ins 401(k) Plan
Source: https://planprovider.pro/companies/berkshire-hathaway-specialty-ins-401k-plan

> Berkshire Hathaway Specialty Ins's 401(k) plan: 935 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Berkshire Hathaway Specialty Ins

- **Sponsor EIN:** 630202590

- **Sponsor Address:** 100 FEDERAL STREET, 7TH FLOOR, BOSTON, MA, 02110

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

- **Total Participants:** 935

- **Total Assets:** $174.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|935|$174.1M|$7.0M|$13.5M|

| 2023|857|$130.9M|$6.1M|$11.4M|

| 2022|746|$99.2M|$5.1M|$9.4M|

## 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|

| MAYFLOWER FINANCIAL ADVISORS, LLC|INVESTMENT/FINANCIAL ADVI|$50,034|—|$50,034|

| ADP, INC.|RECORD KEEPER|$16,280|—|$16,280|

| CARON AND BLETZER PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [CARON AND BLETZER PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $66,314

- **Estimated Expense Ratio:** 0.038% 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|$66,314|$50,034|—|—|—|

| 2023|$62,041|$50,000|—|—|—|

| 2022|$60,859|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/berkshire-hathaway-specialty-ins-401k-plan)

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