# Bernards Bros. INC. 401(k) Plan
Source: https://planprovider.pro/companies/bernards-bros-inc-401k-plan

> Bernards Bros. INC.'s 401(k) plan: 352 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bernards Bros. INC.

- **Sponsor EIN:** 952920045

- **Sponsor Address:** 555 FIRST STREET, SAN FERNANDO, CA, 91340

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

- **Total Participants:** 352

- **Total Assets:** $58.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|352|$58.6M|$1.3M|$3.5M|

| 2023|399|$52.8M|$1.1M|$3.3M|

| 2022|338|$44.6M|$834,994|$3.0M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$11,274|—|$11,274|

| LUCAS,HORSFALL,MURPHY & PINDROH,LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [LUCAS,HORSFALL,MURPHY & PINDROH,LLP](https://planprovider.pro/provider/lucas-horsfall-murphy-and-pindroh-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $11,274

- **Estimated Expense Ratio:** 0.019% 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|$19,443|$11,274|—|—|—|

| 2023|$15,861|$7,633|—|$12,500|—|

| 2022|$10,227|$6,794|—|—|—|

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