Filings through Sep 24, 2026.

Retirement plan

Berkshire Systems Group, Inc. 401(k) Profit Sharing Plan

Name: BERKSHIRE SYSTEMS GROUP, INC - BERKSHIRE SYSTEMS GROUP, INC. 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: BERKSHIRE SYSTEMS GROUP, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BERKSHIRE SYSTEMS GROUP, INC. 401(K) PROFIT SHARING PLAN, BERKSHIRE SYSTEMS GROUP, INC

Berkshire Systems Group, IncEIN 23-2218930Plan #001PY 2024

50 SOUTH MUSEUM ROAD - READING, PA 19607610-775-1200bsgi.comLinkedIn51-200 employeesfacilities services

Prospect flagsLow returnsHigh feesPossible retail share class: $348KFew collective trustsFund lineup: 9 funds, $19.5M

How to read this page

Total assets (EOY)

$19.6M

+0.0% from 2023

Total participants

170

+8.3% from 2023

Average account balance

$117,572

-6.6% from 2023

Annual return

9.61%

-5.63 pp from 2023

Benchmarks

See 1,427 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants100-249

Cohort1,427 peers

Snapshot2024

See peer percentile detail with Pro.

Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.

Try Pro free Compare plans

Analytics

See the 10-year trajectory with Solo.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
MERRILL LYNCH PIERCE FENNER & SMITH6 years Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534	Advisory (Plan)	$67,237
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$24,242

Fund lineup

CSV with Pro

9 funds of $250K or more; 13 lines in all, holding $19.5M of the plan's $19.6M. From the 2024 filing. Recordkeeper: Empower.

In collective trusts<1%median 0% for plans of $5M to $50M (35,181 plans)

In index funds95%median 21% for plans of $5M to $50M (35,181 plans)

In the main target-date series69%median 36% for plans of $5M to $50M (35,181 plans)

Employer stockNo

Target-date series: BlackRock LifePath Index, mutual fund, 69% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
BlackRock LifePath Index BlackRock · Mutual fund Target-date, 7 vintages	BlackRock	Mutual fund	$13.5M	69.0%
Blackrock Lifepath Index Retirement Fund Class K Shares BlackRock · Mutual fund Index	BlackRock	Mutual fund	$4.2M	21.7%
iShares S&P 500 Index Fund Class K Shares BlackRock · ETF Index	BlackRock	ETF	$842K	4.3%
Invesco Diversified Dividend Fund Class A Invesco · Mutual fund Possible retail class A	Invesco	Mutual fund	$348K	1.8%
American Funds Growth Fund of Amer R6 Capital Group · Mutual fund	Capital Group	Mutual fund	$177K	0.9%
Carillon Eagle Mid Cap Growth Fund Class I Raymond James · Mutual fund	Raymond James	Mutual fund	$152K	0.8%
BlackRock Inflation Protected Bond Portfolio Class K Shares BlackRock · Mutual fund	BlackRock	Mutual fund	$103K	0.5%
iShares Russell 2000 Small-Cap Index Fund Class K BlackRock · ETF Index	BlackRock	ETF	$76K	0.4%
Janus Henderson Triton Fund Class N Janus Henderson · Mutual fund	Janus Henderson	Mutual fund	$67K	0.3%
Invesco Small CAP Value Fund Class R6 Invesco · Mutual fund	Invesco	Mutual fund	$21K	0.1%

See the other 3 lines in this lineup with Solo.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$91K

$631 / participant

Recordkeeping$24K26.5%
Investment mgmt$67K73.5%

% of EOY assets

0.466%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: HERBEIN + COMPANY, INC.
Auditor EIN: 232415973
Audit fees: $0
Opinion code: Unqualified

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Provider

Service type

Compensation

MERRILL LYNCH PIERCE FENNER & SMITH6 years

Service code 27

1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534

Advisory (Plan)

$67,237

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$24,242

Fund

Dollars

% of funds%

BlackRock LifePath Index

BlackRock · Mutual fund

Target-date, 7 vintages

$13.5M

69.0%

Blackrock Lifepath Index Retirement Fund Class K Shares

BlackRock · Mutual fund

Index

$4.2M

21.7%

iShares S&P 500 Index Fund Class K Shares

BlackRock · ETF

Index

$842K

4.3%

Invesco Diversified Dividend Fund Class A

Invesco · Mutual fund

Possible retail class A

$348K

1.8%

American Funds Growth Fund of Amer R6

Capital Group · Mutual fund

$177K

0.9%

Carillon Eagle Mid Cap Growth Fund Class I

Raymond James · Mutual fund

$152K

0.8%

BlackRock Inflation Protected Bond Portfolio Class K Shares

BlackRock · Mutual fund

$103K

0.5%

iShares Russell 2000 Small-Cap Index Fund Class K

BlackRock · ETF

Index

$76K

0.4%

Janus Henderson Triton Fund Class N

Janus Henderson · Mutual fund

$67K

0.3%

Invesco Small CAP Value Fund Class R6

Invesco · Mutual fund

$21K

0.1%

Berkshire Systems Group, Inc. 401(k) Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Berkshire Systems Group, Inc. 401(k) Profit Sharing Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion