# Berry Bros General Contractors INC Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/berry-bros-general-contractors-inc-720783591-501

> Berry Bros General Contractors INC&#39;s Health &amp; Welfare plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Berry Bros General Contractors INC

- **Sponsor EIN:** 720783591

- **Sponsor Address:** 1414 RIVER ROAD, BERWICK, LA, 70342

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 108

- **Total Assets:** $225,137

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|108|$225,137|$1.8M|$506,463|

| 2023|122|$7,282|$815,798|$556,945|

| 2022|123|$479,754|$797,012|$555,169|

## 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|

| ENTRUST, LLC DBA 90 DEGREE BENEFITS|Recordkeeper|$133,349|—|$133,349|

| MEDICAL HELPLINE, LLC|Other Service Provider|$51,841|—|$51,841|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $185,190

- **Estimated Expense Ratio:** 82.257% 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|$113,546|—|$113,546|—|—|

| 2023|$124,092|—|$124,092|—|—|

| 2022|$120,074|—|—|—|—|

## Similar Plans

- [Allied Systems](https://planprovider.pro/companies/allied-systems-401k-plan) — 33 participants

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