Plan Ledger DOL Form 5500 · updated monthly

Berg Senior Services, LLC401(k)

BERG SENIOR SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST · MORAGA, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

Berg Senior Services, LLC reported $2,730 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.02% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (5,253rd of 9,483), and the 5,491st of 11,911 in health care & social assistance. In 2024, employees put in $2.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,751,933
Participants with balances0
Active participants0
Employer contributions$208,896
Employee contributions$467,749
Employer contribution per active participant—
Average account balance—
Benefits paid to participants$486,475
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · $209K emplr
2023$9.5M · 126 accts · $201K emplr
2022$8.0M · 132 accts · $211K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,730
Total administrative$2,730
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$2,730

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$2,730 · 0.03%
2023$2,160 · 0.02%
2022$1,800 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · California
Asian American Drug Abuse CA$11.3M · 0.90%
Swords to Plowshares CA$10.7M · 0.28%
Momentum Agencies CA$10.7M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 100006094 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.