Plan Snapshot
- Plan Sponsor: Berkshire Roots, INC
- Sponsor EIN: 815430971
- Sponsor Address: 501 DALTON AVENUE, PITTSFIELD, MA, 01201
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $860,567
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 14 | $860,567 | $37,326 | $189,114 |
| 2023 | 125 | $605,706 | $29,739 | $169,589 |
| 2022 | 118 | $380,139 | $38,162 | $201,374 |
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 |
|---|---|---|---|---|
| WITHUM, SMITH & BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUM, SMITH & BROWN — Auditor
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 | $2,548 | — | $2,548 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $4,683 | — | $4,683 | — | — |