# Berg Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/berg-plastering-llc-plan

> Berg Group, LLC's 401(k) plan: 69 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Berg Group, LLC

- **Sponsor EIN:** 202184569

- **Sponsor Address:** 1225 LAKEVIEW DR, CHASKA, MN, 553180000

- **Plan Type:** 401(k)

- **Total Participants:** 69

- **Total Assets:** $7.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|69|$7.9M|$195,941|$485,949|

| 2023|126|$6.9M|$254,185|$557,511|

| 2022|112|$5.5M|$261,764|$498,493|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BERGANKDV, LTD.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BERGANKDV, LTD.](https://planprovider.pro/provider/bergankdv-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$15,985|$15,985|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Berg Group, LLC](https://planprovider.pro/companies/berg-group-llc-plan-001-8248) — 69 participants

- [Vic'S Crane & Heavy Haul, INC.](https://planprovider.pro/companies/vic-s-crane-heavy-haul-inc-plan) — 33 participants

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