# Bertram Inn 401(k) Plan
Source: https://planprovider.pro/companies/bertram-inn-401k-plan

> Bertram Inn's 401(k) plan: 99 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bertram Inn

- **Sponsor EIN:** 341900270

- **Sponsor Address:** 600 N AURORA ROAD, AURORA, OH, 44202

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

- **Total Participants:** 99

- **Total Assets:** $2.4M

## 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|99|$2.4M|$0|$143,298|

| 2023|103|$2.1M|$0|$124,915|

| 2022|94|$1.8M|$0|$146,387|

## 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|

| REA & ASSOCIATES|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [REA & ASSOCIATES](https://planprovider.pro/provider/rea-and-associates-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$29,903|$13,357|—|—|—|

| 2023|$26,209|$11,191|—|—|—|

| 2022|$25,981|—|—|—|—|

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