Berger Financial Group, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Berger Financial Group, INC.
  • Sponsor EIN: 411856827
  • Sponsor Address: 1695 STATE HIGHWAY 169, PLYMOUTH, MN, 55441
  • Plan Type: DC
  • Total Participants: 67
  • Total Assets: $15.7M

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.
202467$15.7M$438,522$0
202358$9.8M$439,880$0
202259$8.8M$438,557$0

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