Plan Snapshot
- Plan Sponsor: Bergstrom Corporation, INC.
- Sponsor EIN: 391202572
- Sponsor Address: P.O. BOX 549, NEENAH, WI, 549570549
- Plan Type: 401(k)
- Total Participants: 2,227
- Total Assets: $105.9M
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 | 2,227 | $105.9M | $1.1M | $6.0M |
| 2023 | 2,188 | $86.4M | $910,836 | $4.7M |
| 2022 | 1,587 | $69.6M | $809,964 | $4.4M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $259,556 | $208,707 | — | — | — |
| 2023 | $204,694 | $171,288 | — | — | — |
| 2022 | $216,250 | $202,706 | — | — | — |