# J-Berd Mechanical Contractors, INC. 401(k) Plan
Source: https://planprovider.pro/companies/j-berd-mechanical-contractors-inc-401k-plan

> J-Berd Mechanical Contractors, INC.'s 401(k) plan: 736 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** J-Berd Mechanical Contractors, INC.

- **Sponsor EIN:** 411716695

- **Sponsor Address:** 1 INDUSTRIAL BLVD, SAUK RAPIDS, MN, 56379

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

- **Total Participants:** 736

- **Total Assets:** $87.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|736|$87.1M|$2.1M|$6.0M|

| 2023|750|$71.9M|$2.1M|$6.0M|

| 2022|647|$53.3M|$2.3M|$5.3M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$121,039|—|$121,039|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$38,250|—|$38,250|

| ASCENSUS HOLDINGS INC|CONTRACT ADMIN|$27,606|—|$27,606|

| WEALTH ADVISORY SERVICES LL|INVESTMENT ADVISOR|$11,667|—|$11,667|

| ABDO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ABDO LLP](https://planprovider.pro/provider/abdo-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $198,562

- **Estimated Expense Ratio:** 0.228% 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|$178,893|—|$178,893|—|—|

| 2023|$154,586|—|$154,586|—|—|

| 2022|$216,095|—|$216,095|—|—|

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