Plan Snapshot
- Plan Sponsor: K.A. Bergquist, INC.
- Sponsor EIN: 340928060
- Sponsor Address: 1100 KING RD., TOLEDO, OH, 436179002
- Plan Type: 401(k)
- Total Participants: 75
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 75 | $6.7M | $164,843 | $200,745 |
| 2023 | 70 | $6.5M | $269,383 | $208,452 |
| 2022 | 75 | $6.4M | $226,209 | $232,442 |