# Bergeson, LLP 401(k) Plan
Source: https://planprovider.pro/companies/bergeson-llp-401k-plan

> Bergeson, LLP's 401(k) plan: 20 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bergeson, LLP

- **Sponsor EIN:** 770269682

- **Sponsor Address:** 111 N MARKET ST, SAN JOSE, CA, 95113

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

- **Total Participants:** 20

- **Total Assets:** $11.6M

## 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|20|$11.6M|$130,498|$286,827|

| 2023|19|$10.0M|$130,000|$308,302|

| 2022|18|$8.1M|$130,185|$318,968|

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