Plan Snapshot
- Plan Sponsor: Berry Companies, INC.
- Sponsor EIN: 480797941
- Sponsor Address: P. O. BOX 829, WICHITA, KS, 672013803
- Plan Type: 401(k)
- Plan Number: 001
- 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. |
|---|---|---|---|---|
| 2024 | 1,295 | $106.2M | $2.9M | $8.3M |
| 2023 | 1,343 | $96.7M | $2.8M | $8.0M |
| 2022 | 1,313 | $73.9M | $3.9M | $7.3M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES | Other Service Provider | $166,233 | — | $166,233 |
| PENSION CONSULTANTS INC. | Investment Advisor | $82,251 | — | $82,251 |
| MATRIX TRUST COMPANY | Recordkeeper | — | $8,872 | $8,872 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION CONSULTANTS INC. — Investment Advisor
- MATRIX TRUST COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $257,356
- Estimated Expense Ratio: 0.242% 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 | $248,484 | $82,251 | — | — | — |
| 2023 | $205,006 | $76,315 | — | — | — |
| 2022 | $103,677 | — | $103,677 | — | — |