# Berry Companies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/berry-companies-inc-480797941-001

> Berry Companies, INC.'s 401(k) plan: 1,295 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/pension-consultants-inc) — Investment Advisor

- [MATRIX TRUST COMPANY](https://planprovider.pro/provider/aspire-financial-services) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/berry-companies-inc-480797941-001)

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