Plan Snapshot
- Plan Sponsor: Bergstrom INC
- Sponsor EIN: 362138104
- Sponsor Address: 2390 BLACKHAWK ROAD, ROCKFORD, IL, 61109
- Plan Type: 401(k)
- Total Participants: 437
- Total Assets: $63.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 437 | $63.7M | $1.1M | $2.3M |
| 2023 | 453 | $59.8M | $1.1M | $2.2M |
| 2022 | 422 | $51.7M | $1.0M | $2.0M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $46,216 | — | $46,216 |
| MARQUETTE ASSOCIATES | NONE | $10,350 | — | $10,350 |
| CLIFTONLARSONALLEN, LLP | Auditor | $2,205 | — | $2,205 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,771
- Estimated Expense Ratio: 0.092% 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 | $68,402 | — | — | $2,205 | — |
| 2023 | $98,231 | — | $72,604 | $12,600 | — |
| 2022 | $82,239 | $20,700 | $39,689 | — | $21,850 |