Plan Snapshot
- Plan Sponsor: W.R. Berkley Corporation
- Sponsor EIN: 221867895
- Sponsor Address: 475 STEAMBOAT ROAD, GREENWICH, CT, 06830
- Plan Type: DC
- Total Participants: 6,382
- Total Assets: $2.3B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 6,382 | $2.3B | $69.4M | $66.3M |
| 2023 | 6,103 | $1.9B | $69.8M | $61.9M |
| 2022 | 5,905 | $1.6B | $61.6M | $54.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $211,029 | — | $211,029 |
| CAPFINANCIAL PARTNERS, LLC. | INVESTMENT ADVISOR | $54,000 | — | $54,000 |
| KPMG LLP | ACCOUNTANT | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KPMG LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $265,029
- Estimated Expense Ratio: 0.012% 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 | $349,834 | — | $6,000 | $84,805 | — |
| 2023 | $379,656 | $27,000 | $4,800 | $82,136 | — |
| 2022 | $474,298 | — | — | — | — |