# Berry Gp, INC. D/B/A/ Berry Contracting, INC. 401(k) Plan
Source: https://planprovider.pro/companies/berry-gp-inc-d-b-a-berry-contracting-inc-401k-plan

> Berry Gp, INC. D/B/A/ Berry Contracting, INC.'s 401(k) plan: 651 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Berry Gp, INC. D/B/A/ Berry Contracting, INC.

- **Sponsor EIN:** 741239592

- **Sponsor Address:** 1414 VALERO WAY, CORPUS CHRISTI, TX, 78409

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

- **Total Participants:** 651

- **Total Assets:** $47.6M

## 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|651|$47.6M|$0|$3.6M|

| 2023|2,656|$46.3M|$1.1M|$3.5M|

| 2022|1,708|$41.1M|$0|$3.2M|

## 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|

| NEXT FINANCIAL GROUP|ADVISOR|$111,354|—|$111,354|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$18,827|—|$18,827|

| RSM US LLP|ACCOUNTANT/AUDITOR|$12,863|—|$12,863|

| FORVIS MAZARS, LLP|Auditor|$12,863|—|$12,863|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — ACCOUNTANT/AUDITOR

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $155,907

- **Estimated Expense Ratio:** 0.327% 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|$143,043|$111,354|$600|$12,863|—|

| 2023|$140,493|$102,972|—|$17,325|—|

| 2022|$156,681|—|—|—|—|

## Similar Plans

- [W. T. Byler Co. INC.](https://planprovider.pro/companies/w-t-byler-co-inc-401k-plan) — 644 participants

- [Ref-Chem, L.P.](https://planprovider.pro/companies/ref-chem-l-p-401k-plan) — 632 participants

- [Trs Staffing Solutions, INC.](https://planprovider.pro/companies/trs-staffing-solutions-inc-401k-plan) — 619 participants

- [Ccc Group, INC.](https://planprovider.pro/companies/ccc-group-inc-401k-plan) — 738 participants

- [I.C.S., INC.](https://planprovider.pro/companies/i-c-s-inc-plan-001) — 470 participants

- [Allegiance Crane & Equipment, LLC](https://planprovider.pro/companies/allegiance-crane-equipment-llc-401-k-plan-401k-plan) — 442 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/berry-gp-inc-d-b-a-berry-contracting-inc-401k-plan)

© 2026 PlanProvider.Pro