Plan Snapshot
- Plan Sponsor: Berg Capital Corporation
- Sponsor EIN: 930876977
- Sponsor Address: PO BOX 920, LAKE OSWEGO, OR, 97034
- Plan Type: 401(k)
- Total Participants: 45
- Total Assets: $20.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 45 | $20.9M | $131,387 | $111,562 |
| 2023 | 49 | $20.7M | $111,883 | $118,139 |
| 2022 | 42 | $19.6M | $105,042 | $118,501 |