Plan Snapshot
- Plan Sponsor: Berglund Construction Company
- Sponsor EIN: 362058060
- Sponsor Address: 8410 S. SOUTH CHICAGO AVENUE, CHICAGO, IL, 60617
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $17.1M
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 | 100 | $17.1M | $446,720 | $926,804 |
| 2023 | 111 | $16.0M | $396,077 | $869,144 |
| 2022 | 91 | $15.0M | $375,046 | $746,859 |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | INVESTMENT ADVISOR | $49,665 | — | $49,665 |
| O'NEILL & GASPARDO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- O'NEILL & GASPARDO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,665
- Estimated Expense Ratio: 0.290% of plan assets
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 | $49,980 | $49,665 | — | — | — |
| 2023 | $45,427 | $45,022 | — | — | — |
| 2022 | $52,241 | — | $52,241 | — | — |