# The Bergaila Company Dba Bes Engineering 401(k) Plan
Source: https://planprovider.pro/companies/the-bergaila-company-dba-bes-engineering-401k-plan

> The Bergaila Company Dba Bes Engineering&#39;s 401(k) plan: 386 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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