Bergerson Group DBA Channel Impact 401(k) Plan

The Bergerson Group DBA Channel Impact 401(k) on its latest Form 5500

Bergerson Group DBA Channel Impact (EIN 27-2937306) reports CHANNEL IMPACT 401(K) PLAN on its most recent Form 5500, with $1.2M in plan assets across 53 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Bergerson Group DBA Channel Impact filing — schedules, fees, and providers.

Who runs the Bergerson Group DBA Channel Impact 401(k)?

Bergerson Group DBA Channel Impact’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Bergerson Group DBA Channel ImpactHR for the recordkeeper’s name and login.

How to check your Bergerson Group DBA Channel Impact 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Bergerson Group DBA Channel Impact HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).