How big is K E Bergeron Mechanical System's plan?

K E Bergeron Mechanical System's plan reported $334K in assets and 22 participants for 2024.

Original filing (PDF)20250408184827NAL0036706930001

K E Bergeron Mechanical System

Name: K E Bergeron Mechanical System — K E Bergeron, Form 5500 (2024)
Creator: K E Bergeron Mechanical System
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

K E Bergeron Mechanical System 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · K E Bergeron Mechanical System's K E Bergeron Mechanical System 401(k) Profit Sharing Plan & Trust held $334K in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$334K

Net assets (EOY)

$334K

Plan identifiers

K E Bergeron Mechanical System's EIN is 02-0526597.

EIN 02-0526597

Plan number 001

Plan year 2024

ACK ID 20250408184827NAL0036706930001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for K E Bergeron Mechanical System from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

K E Bergeron Mechanical System's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for K E BERGERON MECHANICAL SYSTEM.

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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

Vendor & structure

100

Knocking points off