Plan Snapshot
- Plan Sponsor: Berwind Corporation
- Sponsor EIN: 230406815
- Sponsor Address: 2929 WALNUT STREET, PHILADELPHIA, PA, 19104
- Plan Type: DB
- Total Participants: 152
- Total Assets: $99.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 152 | $99.4M | $3.0M | $0 |
| 2023 | 164 | $99.6M | $3.0M | $0 |
| 2022 | 172 | $90.3M | $5.3M | $0 |
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 |
|---|---|---|---|---|
| WILLIS TOWERS WATSON | Recordkeeper | $211,813 | — | $211,813 |
| BANK OF AMERICA | Other Service Provider | $181,590 | — | $181,590 |
| COLUMBIA MGT INV SRVC. CORP | Other Service Provider | $103,598 | — | $103,598 |
| PRINCIPAL MIDCAP | Other Service Provider | $12,875 | — | $12,875 |
| LOOMIS SAYLES FUNDS | Other Service Provider | $5,975 | — | $5,975 |
| MFS INVESTMENT | Other Service Provider | $5,905 | — | $5,905 |
| FULLER & THALER ASSET MGMT, INC. | Other Service Provider | $5,728 | — | $5,728 |
| GRANITE SMALL CAP GROWTH | Other Service Provider | $5,595 | — | $5,595 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $533,079
- Estimated Expense Ratio: 0.536% 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 | $527,634 | $143,061 | — | — | — |
| 2023 | $470,060 | $129,105 | — | — | — |
| 2022 | $541,047 | $146,822 | — | — | $389,015 |