# Berwind Corporation DB Plan
Source: https://planprovider.pro/companies/berwind-corporation-plan-001

> Berwind Corporation's DB plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$211,813|—|$211,813|

| BANK OF AMERICA|NONE|$181,590|—|$181,590|

| COLUMBIA MGT INV SRVC. CORP|NONE|$103,598|—|$103,598|

| PRINCIPAL MIDCAP|NONE|$12,875|—|$12,875|

| LOOMIS SAYLES FUNDS|NONE|$5,975|—|$5,975|

| MFS INVESTMENT|NONE|$5,905|—|$5,905|

| FULLER & THALER ASSET MGMT, INC.|NONE|$5,728|—|$5,728|

| GRANITE SMALL CAP GROWTH|NONE|$5,595|—|$5,595|

| ERNST & YOUNG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## 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|

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