Plan Snapshot
- Plan Sponsor: The Berkshire Country Club Of Reading, Pennsylvania
- Sponsor EIN: 230404700
- Sponsor Address: 1637 BERNVILLE ROAD, READING, PA, 19601
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 33
- Total Assets: $62,461
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. |
|---|---|---|---|---|
| 2025 | 33 | $62,461 | $0 | $0 |
| 2024 | 37 | $51,279 | $350,350 | $103,174 |
| 2023 | 46 | $34,497 | $309,425 | $96,754 |
| 2022 | 41 | $20,598 | $358,993 | $1,949 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $33,502 | — | $33,502 |
| PATRIOT (POWER-KUNKLE GROUP, INC.) | Investment Advisor | $16,134 | — | $16,134 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,636
- Estimated Expense Ratio: 79.467% 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 |
|---|---|---|---|---|---|
| 2025 | $509,026 | — | — | — | — |
| 2024 | $518,510 | — | — | — | — |
| 2023 | $393,636 | — | — | — | — |
| 2022 | $366,547 | — | — | — | — |