Ergon, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ergon, INC.
  • Sponsor EIN: 640503423
  • Sponsor Address: 2829 LAKELAND DRIVE SUITE 2000, FLOWOOD, MS, 392327611
  • Plan Type: 401(k)
  • Plan Number: 002
  • Total Participants: 3,470
  • Total Assets: $651.4M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20233,470$651.4M$24.7M$19.0M
20223,150$560.1M$21.8M$16.6M

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