Berkel & Company Contractors 401(k) match, vesting and fees
What Berkel & Company Contractors' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | North American K-Trade Alliance LLC | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,874 defined-contribution plans in construction with 100 to 499 participants.
| Berkel & Company Contractors: employer contribution per participant | $2,747 | |
| Peer median | $2,411 |
| Berkel & Company Contractors: average balance | $106,221 | |
| Peer median | $61,921 |
| Berkel & Company Contractors: admin expenses ÷ assets | 0.57% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $27.7M at the end of plan year 2021 to $35.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 488 | $35.5M | $918K | $2,747 | 0.57% | Not published | Form 5500 ↗ |
| 2023 | 433 | $29.6M | $857K | $2,702 | 0.54% | Not published | Form 5500 ↗ |
| 2022 | 428 | $23.4M | $797K | $2,461 | 0.57% | Not published | Form 5500 ↗ |
| 2021 | 426 | $27.7M | $823K | $2,572 | 0.57% | Not published | Form 5500 ↗ |
Other Berkel & Company Contractors plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Berkel & Company Contractors, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal | 2023 Schedule C ↗ |
| Independent auditor | Forvis Mazars LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Common questions
Does Berkel & Company Contractors match 401(k) contributions?
The match terms for the Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust have not been published from its filing yet. The plan year 2024 filing reports $918K in employer contributions, about $2,747 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Berkel & Company Contractors 401(k) match vested?
The vesting schedule for the Berkel & Company Contractors, Inc. Deferred Wage Retirement Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Berkel & Company Contractors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is North American K-Trade Alliance LLC. The plan administrator is Berkel & Company Contractors, Inc..
I left Berkel & Company Contractors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Berkel & Company Contractors, Inc., (913) 422-5125) or the recordkeeper, North American K-Trade Alliance LLC. The Berkel & Company Contractors old 401(k) page lists the contacts from every plan filing. Find an old Berkel & Company Contractors 401(k)
Data from the public Form 5500 annual reports Berkel & Company Contractors filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Berkel & Company Contractors. Not financial advice. Report a correction · Methodology