Plan Snapshot
- Plan Sponsor: The Bergaila Company Dba Bes Engineering
- Sponsor EIN: 263028298
- Sponsor Address: 10300 TOWN PARK DRIVE, HOUSTON, TX, 77072
- Plan Type: 401(k)
- Total Participants: 386
- Total Assets: $7.0M
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 | 386 | $7.0M | $303,260 | $1.1M |
| 2023 | 290 | $5.8M | $179,703 | $706,632 |
| 2022 | 205 | $5.3M | $59,778 | $365,820 |
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 |
|---|---|---|---|---|
| CALVETTI FERGUSON LLC | ACCOUNTANT/AUDITOR | $12,840 | — | $12,840 |
| LPL FINANCIAL LLC | ADVISOR | — | $10,969 | $10,969 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,809
- Estimated Expense Ratio: 0.342% 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 | -$1,352 | — | — | $12,840 | — |
| 2023 | -$408 | — | — | $11,770 | — |
| 2022 | -$17,195 | — | — | — | — |