# Bergstrom Operating Company, INC 401(k) Plan
Source: https://planprovider.pro/companies/bergstrom-operating-company-inc-401k-plan

> Bergstrom Operating Company, INC's 401(k) plan: 183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bergstrom Operating Company, INC

- **Sponsor EIN:** 061730468

- **Sponsor Address:** 24565 HALLWOOD COURT, FARMINGTON HILLS, MI, 48335

- **Plan Type:** 401(k)

- **Total Participants:** 183

- **Total Assets:** $6.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|183|$6.1M|$331,091|$630,808|

| 2023|197|$5.0M|$303,652|$569,918|

| 2022|166|$3.7M|$254,563|$431,393|

## 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|

| UHY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UHY, LLP](https://planprovider.pro/provider/uhy-llp) — Auditor

## 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|$20,247|—|$20,247|—|—|

| 2023|$17,884|—|$17,884|—|—|

| 2022|$14,840|—|$14,840|—|—|

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