Plan Snapshot
- Plan Sponsor: Berry College, INC.
- Sponsor EIN: 580566133
- Sponsor Address: 2277 MARTHA BERRY HWY NW, MOUNT BERRY, GA, 30149
- Plan Type: 403(b)
- Total Participants: 679
- Total Assets: $27.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 679 | $27.0M | $0 | $1.1M |
| 2023 | 656 | $23.4M | $0 | $1.0M |
| 2022 | 642 | $20.6M | $0 | $1.0M |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $7,383 | $1,245 | $6,138 | — | — |
| 2023 | $6,253 | $1,093 | $5,160 | — | — |
| 2022 | $8,314 | $1,099 | $7,215 | — | — |