# Kerkering, Barberio & Co. 401(k) Plan
Source: https://planprovider.pro/companies/kerkering-barberio-co-401k-plan

> Kerkering, Barberio & Co.'s 401(k) plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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