# Berner Food & Beverage, LLC 401(k) Plan
Source: https://planprovider.pro/companies/berner-food-and-beverage-llc-401k-plan

> Berner Food & Beverage, LLC's 401(k) plan: 681 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Berner Food & Beverage, LLC

- **Sponsor EIN:** 362839626

- **Sponsor Address:** 2034 E FACTORY RD, DAKOTA, IL, 61018

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

- **Total Participants:** 681

- **Total Assets:** $12.3M

## 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|681|$12.3M|$652,896|$1.1M|

| 2023|733|$10.8M|$591,001|$1.0M|

| 2022|890|$8.8M|$392,597|$892,304|

## 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|

| SAVANT CAPITAL, LLC|NONE|$68,583|—|$68,583|

| PCS RETIREMENT, LLC|NONE|$28,079|—|$28,079|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SAVANT CAPITAL, LLC](https://planprovider.pro/provider/savant-wealth-management) — NONE

- [PCS RETIREMENT, LLC](https://planprovider.pro/provider/pcs-retirement-llc) — NONE

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $96,662

- **Estimated Expense Ratio:** 0.783% 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|$96,662|$68,583|—|—|—|

| 2023|$81,196|$56,339|—|—|—|

| 2022|$83,856|—|$83,856|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/berner-food-and-beverage-llc-401k-plan)

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