Plan Snapshot
- Plan Sponsor: Berry Appleman & Leiden LLP
- Sponsor EIN: 943068076
- Sponsor Address: 50 CALIFORNIA STREET, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Total Participants: 1,019
- Total Assets: $99.1M
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 | 1,019 | $99.1M | $2.9M | $8.2M |
| 2023 | 1,006 | $92.7M | $2.8M | $8.6M |
| 2022 | 1,423 | $76.5M | $2.9M | $8.8M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $50,112 | — | $50,112 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,112
- Estimated Expense Ratio: 0.051% 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 | $2,266 | — | — | — | — |
| 2023 | $29,327 | — | — | — | — |
| 2022 | $22,558 | — | — | — | — |