Employers › Berlitz
Recordkeeping fees per participant · The Berlitz Corporation Retirement Savings Plan · plan year 2024
$2.08
Higher than 2% of the 5,847 plans $50 to 250M that report it.
= $1,914 / 918
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015082755NAL0004069441003, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015082755NAL0004069441003, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Administrative expenses excluding investment management, per participant
$35.05
Higher than 18% of the 8,758 plans $50 to 250M that report it.
= $32,178 / 918
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015082755NAL0004069441003, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015082755NAL0004069441003, received 2025-10-15
Administrative expenses per participant
$36.78
Higher than 13% of the 9,042 plans $50 to 250M that report it.
= $33,766 / 918
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015082755NAL0004069441003, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015082755NAL0004069441003, received 2025-10-15
Administrative expenses as a share of assets
0.045%
Higher than 18% of the 9,049 plans $50 to 250M that report it.
= $33,766 / $74,816,286
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015082755NAL0004069441003, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015082755NAL0004069441003, received 2025-10-15
Employer contributions per participant
$612
Higher than 5% of the 9,105 plans $50 to 250M that report it.
= $561,434 / 918
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015082755NAL0004069441003, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015082755NAL0004069441003, received 2025-10-15
Employer share of total contributions
24.7%
Higher than 34% of the 9,112 plans $50 to 250M that report it.
= $561,434 / $2,274,864
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015082755NAL0004069441003, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015082755NAL0004069441003, received 2025-10-15
Plan terms are described in Berlitz Corporation's SEC filings: Form 10-K filed 2001-03-30. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015082755NAL0004069441003, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BERLITZ CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Plan name | THE BERLITZ CORPORATION RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Sponsor EIN / plan number | 13-3550016 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Sponsor location | PRINCETON, NJ | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Industry (business code) | 611000, Educational services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Participants, beginning of year | 1,087 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Active participants | 399 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Participants, end of year | 1,034 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Participants with an account balance | 918 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Total assets, beginning of year | $67,693,006 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Total assets, end of year | $74,816,286 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Net assets, end of year | $74,786,022 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Total income | $13,548,621 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Net income | $7,122,136 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Employer contributions | $561,434 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Participant contributions | $1,537,377 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Other contributions (incl. rollovers) | $176,053 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Total contributions | $2,274,864 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Benefit payments | $6,392,671 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $6,426,485 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Total administrative expenses | $33,766 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Contract administrator fees | $20,904 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Recordkeeping fees | $1,914 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| IQPA audit fees | $9,360 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Investment advisory and management fees | $1,588 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Administrative expenses excluding investment management | $32,178 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Held in common/collective trusts | $6,474,315 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Held in mutual funds | $68,173,369 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015082755NAL0004069441003, received 2025-10-15 |
| Independent auditor | EISNER AMPER, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015082755NAL0004069441003, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015082755NAL0004069441003, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EISNERAMPER LLP | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $29,120 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 59 Shareholder servicing fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015082755NAL0004069441003, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $67,693,006 | $74,816,286 | 10.5% |
| Participants with a balance | 966 | 918 | -5.0% |
| Administrative expenses | $37,250 | $33,766 | -9.4% |
| Recordkeeping fees per participant | $5.94 | $2.08 | -64.9% |
| Employer contributions | $624,243 | $561,434 | -10.1% |
Prior filing 20241010092200NAL0011329027001, received 2024-10-10; the plan years are contiguous.
Sponsor name as filed: BERLITZ CORPORATION; SEC registrant: BERLITZ INTERNATIONAL INC (CIK 856529, matched by EIN).