# Berkshire Roots, INC 401(k) Plan
Source: https://planprovider.pro/companies/berkshire-roots-inc-401k-plan

> Berkshire Roots, INC's 401(k) plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/withumsmithbrown-pc) — 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|—|—|

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