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

> Berry Global, INC.'s 401(k) plan: 17,041 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Berry Global, INC.

- **Sponsor EIN:** 351814673

- **Sponsor Address:** 101 OAKLEY STREET, EVANSVILLE, IN, 47706

- **Plan Type:** 401(k)

- **Total Participants:** 17,041

- **Total Assets:** $1.1B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|17,041|$1.1B|$19.9M|$55.6M|

| 2023|16,806|$1.2B|$19.7M|$54.3M|

| 2022|17,212|$1.0B|$18.8M|$53.6M|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$809,333|—|$809,333|

| HARDING SHYMANSKI & COMPANY|NONE|$49,200|—|$49,200|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [HARDING SHYMANSKI & COMPANY](https://planprovider.pro/provider/harding-shymanski-and-company-psc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $858,533

- **Estimated Expense Ratio:** 0.078% 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|$499,091|—|$499,091|—|—|

| 2023|$252,663|$8,000|$194,613|$50,050|—|

| 2022|$234,299|—|$234,299|—|—|

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