How big is The Berlin Steel Construction Company's plan?

The Berlin Steel Construction Company's plan reported $19.6M in assets and 178 participants for 2024.

Original filing (PDF)20251111124628NAL0005076913001

The Berlin Steel Construction Company

Name: The Berlin Steel Construction Company — The Berlin, Form 5500 (2024)
Creator: The Berlin Steel Construction Company
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Berlin Steel Construction Company Employees' Savings Plan

401(k) retirement plan · The Berlin Steel Construction Company's The Berlin Steel Construction Company Employees' Savings Plan held $19.6M in plan assets for 178 participants in 2024, with Empower as recordkeeper.

Active participants

178

Accounts w/ balance

180

Plan assets (EOY)

$19.6M

Net assets (EOY)

$19.6M

People on this filing

Michael O'SULlivan signed The Berlin Steel Construction Company's 2024 Form 5500 as plan administrator.

Michael O'SULlivan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Berlin Steel Construction Company's EIN is 06-0260720.

EIN 06-0260720

Plan number 003

Plan year 2024

ACK ID 20251111124628NAL0005076913001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Berlin Steel Construction Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Berlin Steel Construction Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BERLIN STEEL CONSTRUCTION COMPANY.

Finding similar companies…

How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

THE BERLIN STEEL CONSTRUCTION COMPANY

EIN

all filings

Address

76 DEPOT ROAD PO BOX 428 · KENSINGTON, CT · 06037

Phone

(860) 828-3531

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-11-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	06-1050034	GREENWOOD VILLAGE, CO	RECORDKEEPER	$36K	—

Investments

35 direct securities· $19.6M(100% of reported assets)

Other securities

$12.5M

17 holdings

Common Collective Trusts

$2.9M

3 holdings

Stable Value

$2.1M

1 holding

Mutual Funds

$1.8M

12 holdings

Bonds / Notes

$225K

1 holding

U.S. Treasuries

$9K

1 holding

					% of plan
Guaranteed Income Fund Guaranteed Investment Contract	Stable Value	—	—	$2.1M	10.7%
T. ROWE PRICE RETIREMENT 2025 FUND I Mutual Fund	Other securities	—	—	$2.0M	10.2%
T. ROWE PRICE RETIREMENT 2045 FUND I Mutual Fund	Other securities	—	—	$1.8M	9.2%
T. ROWE PRICE RETIREMENT 2035 FUND I Mutual Fund	Other securities	—	—	$1.8M	9.0%
T. ROWE PRICE RETIREMENT 2030 FUND I Mutual Fund	Other securities	—	—	$1.7M	8.7%
T. ROWE PRICE RETIREMENT 2040 FUND I Mutual Fund	Other securities	—	—	$1.7M	8.4%
FIDELITY 500 INDEX Mutual Fund	Common Collective Trusts	—	—	$1.6M	8.0%
FIDELITY TOTAL MARKET INDEX Mutual Fund	Common Collective Trusts	—	—	$1.3M	6.5%
T. ROWE PRICE RETIREMENT 2050 FUND I Mutual Fund	Other securities	—	—	$1.0M	5.2%
T. ROWE PRICE RETIREMENT 2055 FUND I Mutual Fund	Other securities	—	—	$579K	3.0%
NYLI WINSLOW LARGE CAP GROWTH R6 Mutual Fund	Other securities	—	—	$552K	2.8%
INVESCO SMALL CAP VALUE R6 Mutual Fund	Mutual Funds	—	—	$421K	2.1%
PGIM TOTAL RETURN BOND R6 Mutual Fund	Other securities	—	—	$378K	1.9%
MFS INTERNATIONAL GROWTH R6 Mutual Fund	Mutual Funds	—	—	$317K	1.6%
T. ROWE PRICE RETIREMENT 2020 FUND I Mutual Fund	Other securities	—	—	$297K	1.5%
T. ROWE PRICE RETIREMENT 2060 FUND I Mutual Fund	Other securities	—	—	$282K	1.4%
DFA INTERNATIONAL VALUE I Mutual Fund	Mutual Funds	—	—	$277K	1.4%
MFS VALUE R6 Mutual Fund	Mutual Funds	—	—	$240K	1.2%
T. ROWE PRICE SPECTRUM MOD GRWTH ALLC I Mutual Fund	Other securities	—	—	$233K	1.2%
Participant Loans Interest Rates of 8.50% to 9.00%	Bonds / Notes	—	—	$225K	1.1%
VANGUARD GLOBAL EQUITY FUND Mutual Fund	Mutual Funds	—	—	$194K	1.0%
VANGUARD SMALL CAP INDEX ADM Mutual Fund	Mutual Funds	—	—	$124K	0.6%
JPMORGAN SMALL CAP GROWTH R6 Mutual Fund	Other securities	—	—	$117K	0.6%
VANGUARD MID-CAP GROWTH INDEX ADMIRAL Mutual Fund	Mutual Funds	—	—	$108K	0.5%
ALLSPRING SPECIAL MID CAP VALUE R6 Mutual Fund	Other securities	—	—	$97K	0.5%
FIDELITY INTERNATIONAL INDEX Mutual Fund	Mutual Funds	—	—	$76K	0.4%
EATON VANCE INCOME FUND OF BOSTON R6 Mutual Fund	Other securities	—	—	$56K	0.3%
VANGUARD MID CAP INDEX FUND - ADMIRAL Mutual Fund	Common Collective Trusts	—	—	$37K	0.2%
FIDELITY ADVISOR FOCUSED EMERGING MRKT Z Mutual Fund	Mutual Funds	—	—	$29K	0.1%
DFA GLOBAL REAL ESTATE SECURITIES Mutual Fund	Mutual Funds	—	—	$13K	<0.1%
DFA COMMODITY STRATEGY I Mutual Fund	Mutual Funds	—	—	$12K	<0.1%
JPMORGAN GOVERNMENT BOND R6 Mutual Fund	U.S. Treasuries	—	—	$9K	<0.1%
MFS MASSACHUSETTS INVESTORS TR R6 Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
T. ROWE PRICE SPECTRUM MOD ALLOCATION I Mutual Fund	Other securities	—	—	$4K	<0.1%
T. ROWE PRICE RETIREMENT 2015 FUND I Mutual Fund	Other securities	—	—	$4K	<0.1%