# Cliff Berry, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cliff-berry-inc-401k-plan

> Cliff Berry, INC.'s 401(k) plan: 169 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cliff Berry, INC.

- **Sponsor EIN:** 650511114

- **Sponsor Address:** P.O. BOX 13079, FT. LAUDERDALE, FL, 33316

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

- **Total Participants:** 169

- **Total Assets:** $9.0M

## 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|169|$9.0M|$411,788|$598,244|

| 2023|151|$7.7M|$341,179|$459,046|

| 2022|132|$6.2M|$185,797|$414,648|

## 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|

| ALLIANCEBERNSTEIN LP|INVESTMENT ADVISOR|$13,933|—|$13,933|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$10,372|—|$10,372|

| KSDT & CO.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $24,305

- **Estimated Expense Ratio:** 0.271% 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|$22,785|—|—|—|—|

| 2023|$1,090|—|—|—|—|

| 2022|—|—|—|—|—|

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