# Bergstrom INC 401(k) Plan
Source: https://planprovider.pro/companies/bergstrom-inc-plan-001

> Bergstrom INC's 401(k) plan: 437 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

## Similar Plans

- [C.E. Niehoff & Co.](https://planprovider.pro/companies/c-e-niehoff-co-401k-plan) — 449 participants

- [Flex-N-Gate Oklahoma LLC](https://planprovider.pro/companies/flex-n-gate-oklahoma-llc-401k-plan) — 384 participants

- [Ventra Evart LLC](https://planprovider.pro/companies/ventra-evart-llc-401k-plan) — 496 participants

- [Eakas Corporation](https://planprovider.pro/companies/eakas-corporation-401k-plan) — 337 participants

- [Summus Group LLC](https://planprovider.pro/companies/summus-group-llc-401k-plan) — 556 participants

- [Certified Power, INC.](https://planprovider.pro/companies/certified-power-inc-401k-plan-001) — 556 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bergstrom-inc-plan-001)

© 2026 PlanProvider.Pro