# Bernier Carr And Associates 401(k) Plan
Source: https://planprovider.pro/companies/bernier-carr-and-associates-401k-plan

> Bernier Carr And Associates's 401(k) plan: 121 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bernier Carr And Associates

- **Sponsor EIN:** 161337922

- **Sponsor Address:** 15 PUBLIC SQUARE, WATERTOWN, NY, 13601

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

- **Total Participants:** 121

- **Total Assets:** $12.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|121|$12.7M|$309,264|$848,789|

| 2023|108|$10.4M|$252,476|$710,238|

| 2022|87|$10.5M|$228,059|$614,664|

## 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|

| CROWLEY & HALLORAN, CPAS, P.C.|Auditor|—|—|$0|

## 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|$58,554|—|$58,554|—|—|

| 2023|$36,872|—|$36,872|—|—|

| 2022|$4,490|—|$4,490|—|—|

## Similar Plans

- [Handel Architects LLP](https://planprovider.pro/companies/handel-architects-llp-plan) — 122 participants

- [M Moser Associates, LLC](https://planprovider.pro/companies/m-moser-associates-llc-401k-plan) — 117 participants

- [Big Architecture D.P.C.](https://planprovider.pro/companies/big-architecture-d-p-c-401k-plan) — 125 participants

- [Swbr Architecture, Engineering & Landscape Architecture, D.P.C.](https://planprovider.pro/companies/swbr-architecture-engineering-landscape-architecture-d-p-c-401k-plan) — 127 participants

- [Ferguson & Shamamian Architects, LLP](https://planprovider.pro/companies/ferguson-shamamian-architects-llp-401k-plan-001) — 113 participants

- [Handel Architecture Design And Planning INC.](https://planprovider.pro/companies/handel-architecture-design-and-planning-inc-401k-plan) — 131 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bernier-carr-and-associates-401k-plan)

© 2026 PlanProvider.Pro