# H.A. Berkheimer, INC. DC Plan
Source: https://planprovider.pro/companies/h-a-berkheimer-inc-plan-001

> H.A. Berkheimer, INC.'s DC plan: 470 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** H.A. Berkheimer, INC.

- **Sponsor EIN:** 231669661

- **Sponsor Address:** 1883 JURY ROAD, PEN ARGYL, PA, 18072

- **Plan Type:** DC

- **Total Participants:** 470

- **Total Assets:** $29.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|470|$29.0M|$751,745|$1.6M|

| 2023|449|$26.6M|$585,000|$1.5M|

| 2022|414|$22.8M|$550,000|$1.3M|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$59,316|—|$59,316|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $59,316

- **Estimated Expense Ratio:** 0.205% 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|$59,316|—|$58,366|—|—|

| 2023|$49,809|—|$48,559|—|—|

| 2022|$51,917|—|—|—|—|

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