BERGEN PLUMBING, HEATING & COOLING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
54
Accounts w/ balance
38
Plan assets (EOY)
$551K
Net assets (EOY)
$551K
Plan health score
Top-tier plan health
Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
47
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERGEN PLUMBING, INC..
Plan sponsor
Name
BERGEN PLUMBING, INC.
EIN
01-0789080
Address
35 FLETCHER AVENUE · WATERLOO, IA · 50701
Phone
(319) 234-1404
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-16
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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