Berlinrosen Holdings 401(k) match, vesting and fees
What Berlinrosen Holdings' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Plante Moran,p.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Berlinrosen Holdings: employer contribution per participant | $5,315 | |
| Peer median | $2,600 |
| Berlinrosen Holdings: average balance | $66,713 | |
| Peer median | $84,124 |
| Berlinrosen Holdings: admin expenses ÷ assets | 0.12% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $55.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 912 | $55.9M | $4.5M | $5,315 | 0.12% | Not published | Form 5500 ↗ |
Common questions
Does Berlinrosen Holdings match 401(k) contributions?
The match terms for the Berlinrosen Holdings 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $4.5M in employer contributions, about $5,315 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Berlinrosen Holdings 401(k) match vested?
The vesting schedule for the Berlinrosen Holdings 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Berlinrosen Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Berlinrosen Holdings.
I left Berlinrosen Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Berlinrosen Holdings, (646) 200-5312) or the recordkeeper, Fidelity Investments Institutional. The Berlinrosen Holdings old 401(k) page lists the contacts from every plan filing. Find an old Berlinrosen Holdings 401(k)
Data from the public Form 5500 annual reports Berlinrosen Holdings filed with the U.S. Department of Labor (plan years 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 Berlinrosen Holdings. Not financial advice. Report a correction · Methodology