# Csl Berkshire Operating Company, 401(k) Plan
Source: https://planprovider.pro/companies/csl-berkshire-operating-company-401k-plan

> Csl Berkshire Operating Company,'s 401(k) plan: 855 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [WITHUMSMITHBROWN, PC](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/csl-berkshire-operating-company-401k-plan)

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