# Berry-It INC 401(k) Plan
Source: https://planprovider.pro/companies/berry-it-inc-401k-plan

> Berry-It INC's 401(k) plan: 98 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Berry-It INC

- **Sponsor EIN:** 201034752

- **Sponsor Address:** 4316 N 00 EW, KOKOMO, IN, 46901

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

- **Total Participants:** 98

- **Total Assets:** $3.5M

## 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|98|$3.5M|$277,491|$550,261|

| 2023|109|$2.6M|$336,407|$552,100|

| 2022|117|$1.8M|$257,199|$502,244|

## 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|

| ADP, INC.|RECORD KEEPER|$19,560|—|$19,560|

| KATZ, SAPPER & MILLER, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [KATZ, SAPPER & MILLER, LLP](https://planprovider.pro/provider/katz-sapper-and-miller-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $19,560

- **Estimated Expense Ratio:** 0.558% 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|$19,561|—|—|—|—|

| 2023|$17,404|—|—|—|—|

| 2022|$11,718|—|—|—|—|

## Similar Plans

- [Wagner-Meinert, LLC](https://planprovider.pro/companies/wagner-meinert-llc-401k-plan) — 94 participants

- [Brown, INC.](https://planprovider.pro/companies/brown-inc-401k-plan) — 107 participants

- [Asbestos Workers Local 84 Annuity Plan](https://planprovider.pro/companies/asbestos-workers-local-84-annuity-plan-plan) — 109 participants

- [Asbestos Workers Local 84 Pension](https://planprovider.pro/companies/asbestos-workers-local-84-pension-plan) — 115 participants

- [Majority Builders, INC.](https://planprovider.pro/companies/majority-builders-inc-plan) — 66 participants

- [Pools Of Fun, INC.](https://planprovider.pro/companies/pools-of-fun-inc-401k-plan) — 66 participants

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

© 2026 PlanProvider.Pro