Plan Snapshot
- Plan Sponsor: G.W. Berkheimer Co., INC.
- Sponsor EIN: 350823544
- Sponsor Address: 6000 SOUTHPORT ROAD, PORTAGE, IN, 46368
- Plan Type: 401(k)
- Total Participants: 357
- Total Assets: $52.8M
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 | 357 | $52.8M | $1.8M | $1.1M |
| 2023 | 333 | $48.3M | $2.5M | $1.1M |
| 2022 | 374 | $41.9M | $1.8M | $1.0M |
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 |
|---|---|---|---|---|
| SWARTZ RETSON | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,325 | — | — | — | — |
| 2023 | $9,337 | — | — | — | — |
| 2022 | $12,367 | — | $12,367 | — | — |