Plan Snapshot
- Plan Sponsor: Berry Companies, INC.
- Sponsor EIN: 480797941
- Sponsor Address: P. O. BOX 829, WICHITA, KS, 672013803
- Plan Type: 401(k)
- Total Participants: 1,295
- Total Assets: $106.2M
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. |
|---|---|---|---|---|
| 2025 | 1,295 | $106.2M | $0 | $0 |
| 2024 | 1,343 | $96.7M | $0 | $0 |
| 2023 | 1,313 | $73.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 |
|---|---|---|---|---|---|
| 2025 | $248,484 | $82,251 | — | — | — |
| 2024 | $205,006 | $76,315 | — | — | — |
| 2023 | $103,677 | — | $103,677 | — | — |