# Bernstein Shur Sawyer & Nelson P.A. 401(k) Plan
Source: https://planprovider.pro/companies/bernstein-shur-sawyer-nelson-p-a-401k-plan

> Bernstein Shur Sawyer & Nelson P.A.'s 401(k) plan: 201 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bernstein Shur Sawyer & Nelson P.A.

- **Sponsor EIN:** 010378211

- **Sponsor Address:** 100 MIDDLE STREET, PORTLAND, ME, 041045029

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

- **Total Participants:** 201

- **Total Assets:** $136.6M

## 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|201|$136.6M|$2.4M|$2.8M|

| 2023|214|$124.6M|$2.5M|$2.9M|

| 2022|230|$107.1M|$2.4M|$2.7M|

## 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|

| WIPFLI LLP|Auditor|$2,575|—|$2,575|

### Verified Provider Profiles

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

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $2,575

- **Estimated Expense Ratio:** 0.002% 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|$22,717|$15,000|—|$2,575|—|

| 2023|$51,804|$28,250|$398|$18,116|—|

| 2022|$48,524|—|$48,524|—|—|

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