# Berg Capital Corporation 401(k) Plan
Source: https://planprovider.pro/companies/berg-capital-corporation-401k-plan

> Berg Capital Corporation's 401(k) plan: 45 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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