# Berry Aviation, INC. 401(k) Plan
Source: https://planprovider.pro/companies/berry-aviation-inc-401k-plan-001

> Berry Aviation, INC.'s 401(k) plan: 310 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Berry Aviation, INC.

- **Sponsor EIN:** 742288496

- **Sponsor Address:** 1807 AIRPORT DRIVE, SAN MARCOS, TX, 78666

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

- **Total Participants:** 310

- **Total Assets:** $11.1M

## 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|310|$11.1M|$736,749|$1.6M|

| 2023|275|$8.7M|$686,412|$1.4M|

| 2022|327|$5.9M|$357,267|$1.3M|

## 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 INSURANCE|RECORDKEEPER|$20,347|—|$20,347|

| MERRILL LYNCH, PIERCE, FENNER AND S|RECORDKEEPER|$10,485|—|$10,485|

| ALLIANT INSURANCE SERVICES|INVESTMENT ADVISOR|$8,844|—|$8,844|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,676

- **Estimated Expense Ratio:** 0.358% 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|$31,131|—|—|—|—|

| 2023|$47,393|—|—|—|—|

| 2022|$47,620|—|$47,620|—|—|

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