# Berry Petroleum Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/berry-petroleum-company-llc-401k-plan

> Berry Petroleum Company, LLC&#39;s 401(k) plan: 1,055 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Aera Energy Services Company](https://planprovider.pro/companies/aera-energy-services-company-401k-plan) — 840 participants

- [Aera Energy Services Company](https://planprovider.pro/companies/aera-energy-services-company-plan-001) — 609 participants

- [Crc Services, LLC](https://planprovider.pro/companies/crc-services-llc-401k-plan) — 1,565 participants

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

&copy; 2026 PlanProvider.Pro
