Original filing (PDF)20251014054956NAL0002262833001

BERRY DUNN MCNEIL & PARKER, LLC

Name: BERRY DUNN MCNEIL & PARKER, LLC — BERRYDUNN 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: BERRY DUNN MCNEIL & PARKER, LLC

Form 5500

FILING_RECEIVED

BERRYDUNN 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

99% in single holding

Active participants

826

Accounts w/ balance

844

Plan assets (EOY)

$139.5M

Net assets (EOY)

$139.5M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERRY DUNN MCNEIL & PARKER, LLC.

Plan sponsor

Name

BERRY DUNN MCNEIL & PARKER, LLC

EIN

01-0391345

Address

2211 CONGRESS STREET · PORTLAND, ME · 04102

Phone

(207) 541-2200

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	84-0467907	GREENWOOD VILLAGE, CO	RECORDKEEPER	$73K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMMONWEALTH EQUITY SERVICES LLC	—	WALTHAM, MA	INVESTMENT ADVISOR	$127K	—

Investments

2 direct securities· $132.0M(95% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Current	—	—	—	$130.8M	93.8%
	Value 2,649,9403,371,2544,125,8432,033,1964,095,7111,360,1021,764,965	—	—	$1.8M	$1.1M	0.8%

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