Bearko Investments DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Bearko Investments
  • Sponsor EIN: 830613585
  • Sponsor Address: 9812 KAPALUA LANE, ELK GROVE, CA, 95624
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $1.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20251$1.0M$0$0
20241$488,605$0$0
20231$708,028$0$0
20221$549,381$0$0

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