# Parker Ibrahim & Berg LLP 401(k) Plan
Source: https://planprovider.pro/companies/parker-ibrahim-berg-llp-plan

> Parker Ibrahim & Berg LLP's 401(k) plan: 31 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Parker Ibrahim & Berg LLP

- **Sponsor EIN:** 274672950

- **Sponsor Address:** 270 DAVIDSON AVENUE, SOMERSET, NJ, 08873

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

- **Total Participants:** 31

- **Total Assets:** $7.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|31|$7.2M|$142,725|$311,849|

| 2023|34|$7.2M|$191,824|$338,320|

| 2022|49|$6.2M|$248,117|$453,826|

## 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|

| BELFINT, LYONS, SHUMAN, P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BELFINT, LYONS, SHUMAN, P.A.](https://planprovider.pro/provider/belfint-lyons-and-shuman-pa) — 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|$4,863|—|$4,863|—|—|

| 2023|$5,735|—|$5,735|—|—|

| 2022|$6,072|—|$6,072|—|—|

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