Bergen Plumbing, Heating And Cooling, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bergen Plumbing, Heating And Cooling, INC.
  • Sponsor EIN: 010789080
  • Sponsor Address: 35 FLETCHER AVE., WATERLOO, IA, 50701
  • Plan Type: DC
  • Total Participants: 52
  • Total Assets: $7.7M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202452$7.7M$308,879$0
202346$7.3M$269,570$0
202251$7.1M$268,108$0

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