# Berglund Construction Company 401(k) Plan
Source: https://planprovider.pro/companies/berglund-construction-company-401k-plan

> Berglund Construction Company's 401(k) plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/oneill-and-gaspardo-llc) — 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|—|—|

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