# K.A. Bergquist, INC. 401(k) Plan
Source: https://planprovider.pro/companies/k-a-bergquist-inc-plan

> K.A. Bergquist, INC.'s 401(k) plan: 75 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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