Berkeley Bowl Produce 401(k) match, vesting and fees
What Berkeley Bowl Produce's 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 | The Retirement Plan Company LLC | Schedule C ↗ |
| Independent auditor | Obfm Accountants Inc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 502 defined-contribution plans in retail trade with 500 to 999 participants.
| Berkeley Bowl Produce: employer contribution per participant | $2,175 | |
| Peer median | $928 |
| Berkeley Bowl Produce: average balance | $52,840 | |
| Peer median | $40,685 |
| Berkeley Bowl Produce: admin expenses ÷ assets | 0.41% | |
| Peer median | 0.37% |
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 $31.9M at the end of plan year 2021 to $37.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 825 | $37.4M | $1.5M | $2,175 | 0.41% | Not published | Form 5500 ↗ |
| 2023 | 781 | $34.1M | $1.4M | $2,128 | 0.41% | Not published | Form 5500 ↗ |
| 2022 | 733 | $29.7M | $1.4M | $2,120 | 0.44% | Not published | Form 5500 ↗ |
| 2021 | 713 | $31.9M | $1.4M | $2,111 | 0.48% | Not published | Form 5500 ↗ |
Common questions
Does Berkeley Bowl Produce match 401(k) contributions?
The match terms for the Berkeley Bowl Produce Inc 401k Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.5M in employer contributions, about $2,175 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Berkeley Bowl Produce 401(k) match vested?
The vesting schedule for the Berkeley Bowl Produce Inc 401k Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Berkeley Bowl Produce 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Retirement Plan Company LLC. The plan administrator is Berkeley Bowl Produce Inc.
I left Berkeley Bowl Produce. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Berkeley Bowl Produce Inc, (510) 843-6929) or the recordkeeper, The Retirement Plan Company LLC. The Berkeley Bowl Produce old 401(k) page lists the contacts from every plan filing. Find an old Berkeley Bowl Produce 401(k)
Data from the public Form 5500 annual reports Berkeley Bowl Produce 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 Berkeley Bowl Produce. Not financial advice. Report a correction · Methodology