# Berkshire Production Supply LLC 401(k) Plan
Source: https://planprovider.pro/companies/berkshire-production-supply-llc-401k-plan

> Berkshire Production Supply LLC's 401(k) plan: 802 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Berkshire Production Supply LLC

- **Sponsor EIN:** 202178725

- **Sponsor Address:** PO BOX 1385, WALLED LAKE, MI, 48390

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

- **Total Participants:** 802

- **Total Assets:** $58.7M

## 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|802|$58.7M|$1.8M|$3.4M|

| 2023|560|$47.8M|$1.4M|$2.8M|

| 2022|465|$42.4M|$1.2M|$2.4M|

## 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|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$114,088|—|$114,088|

| BAKER TILLY US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $114,088

- **Estimated Expense Ratio:** 0.194% 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|$114,088|—|—|—|—|

| 2023|$107,718|—|—|—|—|

| 2022|$108,308|—|—|—|—|

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