Plan Snapshot
- Plan Sponsor: Berlitz Corporation
- Sponsor EIN: 133550016
- Sponsor Address: 7 ROSZEL ROAD, PRINCETON, NJ, 08540
- Plan Type: 401(k)
- Total Participants: 399
- Total Assets: $74.8M
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 | 399 | $74.8M | $561,434 | $1.5M |
| 2023 | 422 | $67.7M | $624,243 | $1.6M |
| 2022 | 458 | $62.4M | $582,381 | $1.6M |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | NONE | $29,120 | — | $29,120 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,120
- Estimated Expense Ratio: 0.039% 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 | $33,766 | $1,588 | $20,904 | $9,360 | — |
| 2023 | $37,250 | $2,394 | $29,120 | — | — |
| 2022 | $33,932 | — | — | — | $26,653 |