# The Berkley Group INC. DC Plan
Source: https://planprovider.pro/companies/the-berkley-group-inc-plan-002

> The Berkley Group INC.'s DC plan: 602 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Berkley Group INC.

- **Sponsor EIN:** 592170299

- **Sponsor Address:** 2626 E OAKLAND PARK BLVD. 5TH FLOOR, FORT LAUDERDALE, FL, 33306

- **Plan Type:** DC

- **Total Participants:** 602

- **Total Assets:** $724.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|602|$724.6M|$0|$0|

| 2023|4,730|$324.4M|$0|$0|

| 2022|5,365|$425.5M|$0|$0|

## 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|

| HANTZMON WIEBEL LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HANTZMON WIEBEL LLP](https://planprovider.pro/provider/hantzmon-wiebel-llp) — 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|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Dlp Real Estate Capital, INC.](https://planprovider.pro/companies/dlp-real-estate-capital-inc-401k-plan) — 365 participants

- [Ndm Hospitality Services Payroll, LLC](https://planprovider.pro/companies/ndm-hospitality-services-payroll-llc-401k-plan) — 363 participants

- [Paradigm Management Team, LLC](https://planprovider.pro/companies/paradigm-management-team-llc-401k-plan) — 361 participants

- [Fiddlers Creek Management, INC](https://planprovider.pro/companies/fiddlers-creek-management-inc-401k-plan-002) — 342 participants

- [Vertical Bridge Management LLC](https://planprovider.pro/companies/vertical-bridge-management-llc-401k-plan) — 331 participants

- [Stiles Corporation](https://planprovider.pro/companies/stiles-corporation-401k-plan) — 322 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-berkley-group-inc-plan-002)

© 2026 PlanProvider.Pro