Plan Snapshot
- Plan Sponsor: Berry Dunn Mcneil & Parker, LLC
- Sponsor EIN: 010391345
- Sponsor Address: 2211 CONGRESS STREET, PORTLAND, ME, 04102
- Plan Type: 401(k)
- Total Participants: 826
- Total Assets: $139.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 826 | $139.5M | $6.0M | $6.7M |
| 2023 | 778 | $120.7M | $5.5M | $6.2M |
| 2022 | 673 | $100.2M | $4.4M | $5.3M |
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 |
|---|---|---|---|---|
| OLSEN THIELEN & CO., LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OLSEN THIELEN & CO., LTD — 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 | $185,545 | — | $185,545 | — | — |
| 2023 | $145,862 | — | $145,862 | — | — |
| 2022 | $115,351 | — | $115,351 | — | — |