Berry Dunn McNeil & Parker 401(k) match, vesting and fees
What Berry Dunn McNeil & Parker'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Olsen Thielen & Co., Ltd (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
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.
| Berry Dunn McNeil & Parker: employer contribution per participant | $7,132 | |
| Peer median | $2,600 |
| Berry Dunn McNeil & Parker: average balance | $165,248 | |
| Peer median | $84,124 |
| Berry Dunn McNeil & Parker: admin expenses ÷ assets | 0.14% | |
| 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 went from $119M at the end of plan year 2021 to $139M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 937 | $139M | $6M | $7,132 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 880 | $121M | $5.5M | $6,894 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 764 | $100M | $4.4M | $6,376 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 621 | $119M | $4.1M | $7,013 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Berry Dunn McNeil & Parker match 401(k) contributions?
The match terms for the Berrydunn 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $6M in employer contributions, about $7,132 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Berry Dunn McNeil & Parker 401(k) match vested?
The vesting schedule for the Berrydunn 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Berry Dunn McNeil & Parker 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Berry Dunn Mcneil & Parker, LLC.
I left Berry Dunn McNeil & Parker. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Berry Dunn Mcneil & Parker, LLC, (207) 541-2200) or the recordkeeper, Empower Annuity Insurance Company. The Berry Dunn McNeil & Parker old 401(k) page lists the contacts from every plan filing. Find an old Berry Dunn McNeil & Parker 401(k)
Data from the public Form 5500 annual reports Berry Dunn McNeil & Parker 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 Berry Dunn McNeil & Parker. Not financial advice. Report a correction · Methodology