Plan Snapshot
- Plan Sponsor: Berry Petroleum Company, LLC
- Sponsor EIN: 770079387
- Sponsor Address: 11117 RIVER RUN BLVD, BAKERSFIELD, CA, 93311
- Plan Type: 401(k)
- Total Participants: 1,055
- Total Assets: $88.7M
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 | 1,055 | $88.7M | $4.9M | $8.0M |
| 2023 | 1,273 | $79.6M | $6.9M | $9.1M |
| 2022 | 1,347 | $59.7M | $6.5M | $8.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $51,068 | — | $51,068 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,068
- Estimated Expense Ratio: 0.058% 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 | $54,661 | — | — | — | — |
| 2023 | $25,890 | — | — | — | — |
| 2022 | $707 | — | $707 | — | — |