# Berry Appleman & Leiden LLP 401(k) Plan
Source: https://planprovider.pro/companies/berry-appleman-leiden-llp-401k-plan

> Berry Appleman & Leiden LLP's 401(k) plan: 1,019 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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