Plan Snapshot
- Plan Sponsor: Kerkering, Barberio & Co.
- Sponsor EIN: 591753337
- Sponsor Address: PO BOX 49348, SARASOTA, FL, 34230
- Plan Type: 401(k)
- Total Participants: 138
- Total Assets: $28.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 138 | $28.3M | $250,000 | $1.2M |
| 2023 | 149 | $24.6M | $250,000 | $1.2M |
| 2022 | 126 | $20.0M | $205,000 | $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 |
|---|---|---|---|---|
| BDG-CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDG-CPAS — Auditor
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 | $67,377 | $30,870 | $1,000 | — | — |
| 2023 | $39,906 | — | $375 | — | — |
| 2022 | $38,307 | — | $38,307 | — | — |