# Kellermeyer Bergensons Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/kellermeyer-bergensons-services-llc-401k-plan

> Kellermeyer Bergensons Services, LLC's 401(k) plan: 21,882 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kellermeyer Bergensons Services, LLC

- **Sponsor EIN:** 364431179

- **Sponsor Address:** 3609 OCEAN RANCH BOULEVARD, OCEANSIDE, CA, 920562696

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

- **Total Participants:** 21,882

- **Total Assets:** $23.7M

## 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|21,882|$23.7M|$400,485|$2.6M|

| 2023|37,578|$20.8M|$370,273|$2.5M|

| 2022|44,642|$18.0M|$436,576|$2.5M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$103,060|—|$103,060|

| SILICON VALLEY ACCOUNTANCY CORP.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $103,060

- **Estimated Expense Ratio:** 0.436% 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|$103,061|—|$103,061|—|—|

| 2023|$85,839|—|$85,839|—|—|

| 2022|$58,721|—|$58,721|—|—|

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