Plan Snapshot
- Plan Sponsor: Berridge Manufacturing Company
- Sponsor EIN: 742125639
- Sponsor Address: 2610 HARRY WURZBACH ROAD, SAN ANTONIO, TX, 78209
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $9.9M
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 | 155 | $9.9M | $208,322 | $552,019 |
| 2023 | 151 | $8.8M | $181,927 | $472,820 |
| 2022 | 172 | $7.9M | $197,495 | $556,722 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO. OF AMERICA | RECORDKEEPER | $45,459 | — | $45,459 |
| MORGAN STANLEY SMITH BARNEY LLC | BROKER/ADVISOR | — | $27,687 | $27,687 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $15,249 | — | $15,249 |
| LOREN D. STARK COMPANY | CONTRACT ADMIN | $1,740 | $9,293 | $11,033 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — BROKER/ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,428
- Estimated Expense Ratio: 1.008% 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 | $62,448 | — | $62,448 | — | — |
| 2023 | $53,048 | — | $53,048 | — | — |
| 2022 | $53,367 | — | — | — | $53,367 |