Plan Snapshot
- Plan Sponsor: Berry Global, INC.
- Sponsor EIN: 351814673
- Sponsor Address: 101 OAKLEY STREET, EVANSVILLE, IN, 47706
- Plan Type: 401(k)
- Total Participants: 776
- Total Assets: $37.3M
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 | 776 | $37.3M | $621,772 | $1.6M |
| 2023 | 911 | $34.6M | $678,634 | $1.5M |
| 2022 | 929 | $30.1M | $655,103 | $1.5M |
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 | $9,808 | — | $9,808 |
| HARDING SHYMANSKI | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- HARDING SHYMANSKI — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,808
- Estimated Expense Ratio: 0.026% 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 | $13,725 | — | $13,725 | — | — |
| 2023 | $10,982 | — | $10,982 | — | — |
| 2022 | $10,534 | — | $10,534 | — | — |