Plan Snapshot
- Plan Sponsor: Csl Berkshire Operating Company,
- Sponsor EIN: 813363591
- Sponsor Address: 5000 BIRCH STREET, NEWPORT, CA, 92660
- Plan Type: 401(k)
- Total Participants: 855
- Total Assets: $6.0M
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 | 855 | $6.0M | $584,934 | $1.1M |
| 2023 | 662 | $4.5M | $462,981 | $875,786 |
| 2022 | 560 | $2.8M | $236,018 | $434,837 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $21,731 | — | $21,731 |
| WITHUMSMITHBROWN, PC | ACCOUNTANT | $10,000 | — | $10,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- WITHUMSMITHBROWN, PC — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,731
- Estimated Expense Ratio: 0.530% 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 | $31,732 | $10,000 | — | — | — |
| 2023 | $10,626 | — | — | — | — |
| 2022 | $4,389 | — | — | — | — |