What public Form 5500 filings show about the Berglund Management Group, Inc. 401(k) plan — and how to find and check your own account.
Berglund Management Group, Inc. (EIN 54-1375337) reports BERGLUND MANAGEMENT GROUP, INC. 401(K) PLAN on its most recent Form 5500, with $16.8M in plan assets across 405 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 Berglund Management Group, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Berglund Management Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAP FINANCIAL PARTNERS, T ROWE PRICE, WILBANKS SMITH & THOMAS ASSET MANA.
